Individual Tax Services

Achieve your financial goals while minimizing tax impact on cashflow. Focusing on your needs, PYA can help you develop and execute a strategic plan for tax minimization and financial/retirement planning. Our understanding of current tax laws and our depth of experience in financial consulting can help you make decisions that are economically sound and fully compliant with tax laws.

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

Services

  • Trustee Services
  • Federal and State Income Tax Returns
  • Estate, Gift & Trust Tax Returns
  • Estate and Individual Tax Planning
  • Personal Financial Planning
  • Family Office Services
  • Marital Transition Planning

Our team of professionals offers the abilities to help you identify and reach your goals. We offer years of experience in helping individuals and businesses pursue financial success while ensuring compliance with local, state, federal and international tax laws.

Individual Tax Services
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Our Team

  • Eric Elliott

    Eric Elliott

    Principal

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  • Greg Gates

    Greg Gates

    Principal

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  • Barbara Grant

    Barbara Grant

    Principal

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  • Terry Haefner

    Terry Haefner

    Principal

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  • Mark Brumbelow

    Mark Brumbelow

    Senior Manager

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  • Shannon Euart

    Shannon Euart

    Senior Manager

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  • Sara Harman

    Sara Harman

    Senior Manager

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  • Heather Martin

    Heather Martin

    Senior Manager

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  • Steven Gu

    Steven Gu

    Director of US-China Business Advisory Services

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  • Scott Tomichek

    Scott Tomichek

    Senior Manager

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  • Engel Gesite

    Engel Gesite

    Senior Manager

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  • Brad Leskoven

    Brad Leskoven

    Senior Manager

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