Individual Services

new tax forms.jpgSteven W. White & Associates, P.C. provides personal attention to clients in all tax brackets, helping them preserve wealth and save money on taxes. We explore various opportunities for reducing your tax liability to ensure you never pay more than you have to.

Our tax services for individuals go beyond preparing your tax return. Steven W. White & Associates, P.C. helps you protect the financial welfare of you and your family with personalized tax strategies for retirement planning, college savings, trusts and estate planning. Before we make any recommendations, we get to know the intricacies of your current financial situation and then formulate practical solutions that will help you reach your goals.

Having problems with the IRS? Steven W. White & Associates, P.C. can assist in filing your back taxes and work with the IRS on your behalf to negotiate a fair resolution to complex tax problems like liens, levies and wage garnishment. Our commitment to prompt, friendly service ensures that someone is always available to answer your questions when you call our office with immediate concerns.

Our services for individuals include:

  • Tax preparation services - individual, multi-state
  • Personalized tax planning
  • Personal financial statements
  • Wealth accumulation
  • Budgets

We’re ready to answer your questions! Call us at (508) 752-1000 to discuss our tax and financial planning services for clients throughout the Worcester area.