INDIVIDUAL SERVICES

Your financial goals are unique. Whether you need help planning your estate or for your retirement, want to minimize your tax liability and protect your assets, or need your tax return prepared, Bauer Evans offers personal tax and financial consulting services you can rely on. We de-mystify the complexities of tax law, estate/gift planning and retirement planning, offering sound advice to help you integrate your tax strategies with your overall financial planning.
Working with you we can offer year-round guidance on the best tax strategy for major life decisions such as the sale of a home, cashing in stock-options, gifting to children or grandchildren, or the creation of a legacy plan or foundation. At Bauer Evans, we are inspired to be the best and run our business with integrity. Our dedicated staff will work tirelessly to earn your trust and deliver services and recommendations to meet your needs.