for individuals

WHAT WE DO / FOR INDIVIDUALS

We’re your personal accountant.

WHAT WE DO / FOR INDIVIDUALS

We’re your personal accountant.

Income Tax Returns
  • Individual, Estate, Trust, and Gift Tax Return Preparation 
  • Includes federal forms 1040, 1041, 706, 709, state, multiple-state, and all related supplemental forms
  • IRS and State Audit Representation and Issue Resolution
  • Tax Planning, Advice, and Strategies
  • Tax Filing Extensions
  • Individual, Estate, Trust, and Gift tax return preparation 
  • Includes federal forms 1040, 1041, 706, 709, state, multiple-state, and all related supplemental forms
  • IRS and state audit representation and issue resolution
  • Tax planning, advice, and strategies
  • Tax filing extensions
Retirement Planning
  • Custom retirement planning strategies and analysis, including review of pension plan options, consolidation of accounts, and wealth management
  • Retirement plan rollovers including lump sum pensions, 401(k), 403(b), and 457 plans 
  • Qualified plan types include Traditional IRA, ROTH IRA, SIMPLE IRA, SEP IRA, Rollover IRA, and Single 401(k) plans


*Offered through Lincoln Investment

  • Custom retirement planning strategies and analysis, including review of pension plan options, consolidation of accounts, and wealth management
  • Retirement plan rollover consulting including lump sum pensions, 401(k), 403(b), and 457 plans 
  • Qualified plan types include Traditional IRA, ROTH IRA, SIMPLE IRA, SEP IRA, Rollover IRA, and Single 401(k) plans


*Offered through Lincoln Investment

Investing & Insurance
  • Qualified plan types include Traditional IRA, ROTH IRA, SIMPLE IRA, SEP IRA, Rollover IRA, and Single 401(k) plans
  • Variable, Fixed, and Single Premium Immediate Annuities
  • Non-Qualified (NQ) plans
  • 529 College Savings plans and general strategies
  • Life and Long Term Care insurance


*Offered through Lincoln Investment

  • Qualified plan types include Traditional IRA, ROTH IRA, SIMPLE IRA, SEP IRA, Rollover IRA, and Single 401(k) plans
  • Variable, Fixed, and Single Premium Immediate Annuities
  • Non-Qualified (NQ) plans
  • 529 College Savings plans and general strategies
  • Life and Long Term Care insurance

       

*Offered through Lincoln Investment

Consulting
  • General guidance with respect to areas of practice, including tax, budgeting, retirement, Social Security benefits, and more
  • Estate planning assistance in conjunction with your attorney
  • Tax withholding and estimation strategies, including assistance with completion of form W-4 and state withholding forms
  • General guidance with respect to areas of practice, including tax, budgeting, retirement, Social Security benefits, and more
  • Estate planning assistance in conjunction with your attorney
  • Tax withholding and estimation strategies, including assistance with completion of form W-4 and state withholding forms

“When I became a widow, I had little financial knowledge. As a result, I made mistakes and trusted a local tax business. When I became dissatisfied, I contacted Grandjean, Wagner, Beiter & Company and met with Brett. Within a week he had found errors. Brett’s knowledge, efficiency, and attention to detail allowed me to receive a large refund. Brett continues to answer my concerns when needed. He is a friendly and honest professional!”

– JEAN DENSMORE

We love questions. Big or small.

We love helping individuals with their financial goals. Just fill out the form below or give us a call!

Contact Us

Call us at (315) 432-9865
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