Individual Tax Solutions

At Logan Financial we have the philosophy that it is always “tax time.” We understand the importance of addressing tax issues and strategies all year long. We continuously monitor federal and state regulatory environments, ensuring you receive every tax advantage entitled to you by law and avoid any potential complications. Our objective is to help you make better and more informed choices that will minimize your tax liability and maximize your compliance. If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.

These services include but are not limited to:

  • Tax Management Services
  • Assurance and Advisory Services
  • Estate and Trust Planning and Tax Preparation
  • Cash Flow and Budgeting Analysis
  • Debt and Financial Advising
  • Accounting Services
  • Calculation of Personal Net Worth
  • Financial and Retirement Planning
  • IRS Representation
  • Computer Consulting
  • Personal Financial Statements
  • Financial Aid Planning including FAFSA Preparation