Individual Tax
FD recognizes that as life progresses, your tax needs evolve. We work with our clients to develop plans tailored to each personal situation.
Services We Provide
Tax Planning for Every Stage of Life
Individual Tax Planning & Compliance
We Can Help You Today and Plan for Tomorrow
Since 1981, the CPAs and financial professionals at FD have provided thousands of clients with expert tax and financial solutions.
Our team helps minimize your tax liabilities while keeping you in compliance with ever-changing tax laws. We customize your plan as situations change and leverage a broad team of experts for your personal tax needs.
Personal & Family Tax Strategy
- Preparation of quarterly tax projections and estimated tax payments for individuals and family-related, non-operating entities
- Representation and management of tax audits
- Tax return preparation and filing
- Sophisticated tax minimization strategies
- Tax research
Accounting
- Bookkeeping and bill payment
- Family corporation, partnership and trust accounting
- Personal financial statement preparation
Financial Planning
Personal & High-Net-Worth Planning
FD has assembled experts in accounting, charitable giving, debt management, education planning, estate and trusts, executive compensation, financial planning, investments, law, retirement and elder care planning, risk management and insurance, and income tax planning and compliance. And, if you have extensive needs related to wealth management strategy, our sister company, Signature FD, can help with comprehensive investment and wealth management.
Featured Insights & Resources
Explore Our Latest Thinking
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IRS to Phase-out Paper Checks: What this Means for Tax Return Payments and Refunds
Read more: IRS to Phase-out Paper Checks: What this Means for Tax Return Payments and Refunds
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The Essentials of Minnesota’s Unclaimed Property Act for Businesses and Consumers
Read more: The Essentials of Minnesota’s Unclaimed Property Act for Businesses and Consumers
