For Individuals & Estates

Planning is the key to success. Our goal is to not only keep our clients in tax compliance, but to recommend tax saving strategies to save them money.

Our team receives continuing education every year to stay current and knowledgeable of changing and complex tax issues. Tax returns receive a manager and partner review to ensure accuracy and analyzed to minimize income taxes.

We recommend and look for tax saving strategies on your return and throughout the year. These tax saving strategies will help to grow and preserve your assets.

The staff at Maloney & Company will work closely with you to build and maintain a strong, trustworthy relationship. We address all your personal financial needs to help you make sound financial decisions and give you reliable financial advice.

We offer a wide array of services for individuals and estates, including:

  • Income & Estate Tax Preparation
  • Tax Planning
  • Budgeting
  • IRS Problem Resolution
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