Individual Tax Planning & Compliance

PYA can help you develop and execute a strategic plan to minimize tax liabilities and provide you with the insights you need to make financial plans and retirement decisions. With our understanding of current tax laws and our depth of experience in financial consulting, we can support you in making sound economic decisions that are fully compliant with tax laws.

We partner with bankers, attorneys, investment counselors, insurance representatives, and other professionals to ensure that all decisions will be in your best interest.

Our Individual Tax Services

  • Federal & State Income Tax Returns
  • Estate, Gift, & Trust Tax Returns
  • Individual Tax Planning
  • Tax Controversy and Examination Support
  • Family Office Services
  • Marital Transition Planning

Contact Our Individual Tax Planning & Compliance Team

Team Leaders

Tina Collins Headshot Tina Collins

Principal

Mike Shamblin Headshot Mike Shamblin

Managing Principal of Accounting & Advisory and Firm Chief Risk Officer

Subject Matter Experts

Jennifer Blackwood Headshot Jennifer Blackwood

Principal

Michelle Herrell Headshot Michelle Herrell

Principal

Bobby Stoffle Headshot Bobby Stoffle

Principal

Related Insights

View All Insights
PYA a Top 100 Accounting Firm for Ninth Year, Again a U.S. Leader in Consulting PYA a Top 100 Accounting Firm for Ninth Year, Again a U.S. Leader in Consulting
PYA Named One of USA TODAY’s Most Recommended Tax Firms in America for Second Consecutive Year PYA Named One of USA TODAY’s Most Recommended Tax Firms in America for Second Consecutive Year
PYA Welcomes Bobby Stoffle as Tax Principal PYA Welcomes Bobby Stoffle as Tax Principal
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