Individuals

Tax Planning & Compliance

Maximizing tax savings while complying with evolving federal and state tax laws requires careful planning, long-term vision, and close attention to detail. These attributes are what you can expect when you trust QRGA with your tax planning and compliance. Our tax team has the experience, resources, and foresight to provide complete tax services that are accurately, timely, and that serve your best interests.

Taxes are not a “once a year” thing. QRGA team members take a proactive approach and will meet with you throughout the year to keep you informed of changes in tax laws and regulations that could impact your own planning. It is also important that we remain up to date with changes in your personal life, as financial decisions can have a significant impact on taxes.

Financial Services

Everyone wants to know that they will be okay.  Understanding this, QRGA offers a number of services to help our clients achieve their financial goals.  Our team members are highly qualified and experienced in a variety of areas which are essential to your financial health. 

Individuals can count on QRGA for:

• Federal and state tax compliance
• Strategic tax planning
• High net-worth tax planning
• Estate and gift tax planning
• Elder care planning
• Financial and estate analysis
• Social security benefits analysis
• Accounting and bookkeeping services
• Personal financial planning
• Wealth management services

You can count on us.

Whether you are growing a business or planning a more secure financial future for your family, you can count on the team at QRGA to put our skills and experience to work for you. It all starts with an initial consultation where we learn more about you, and you learn more about the benefits of becoming a QRGA client. Let’s talk! Call Jeff Ellis or Donna Neely at (781) 551-0040, or send an email to jellis@qrgacpa.com or dneely@qrgacpa.com.