Individuals

At PBMares, we work as a team to protect and grow your assets.

PBMares > Services > Individuals

Individuals



At PBMares, we specialize in serving individuals with multifaceted financial lives. In this situation, you need someone special to help you protect and grow your assets. With our combination of tax and investment experts, we look at your entire financial picture, working as a team to reduce your tax and financial liability while increasing your assets.

Through PBMares, you also have access to our full-service investment management company, PBMares Wealth Management, LLC. Your PBMares accountant and PBMares Wealth ManagementĀ investment advisor work together as a team to plan for your financial health. Under this total-wealth-management approach, the individual services you receive, as well as the financial choices you make, are all part of your investment in your overall financial health.

You can be assured that at PBMares our focus is on your entire financial well-being. Just as you are a unique individual, you have a distinctive financial situation. We take the time to get to know you and your goals so that we can provide you with tax assistance tailored to your needs. At PBMares you have access to much more than the traditional tax preparation services.

Services

  • Tax planning
  • Estate and Trust accounting and planning
  • Retirement planning
  • College funding planning
  • Investment advising
  • Representation during examinations of returns by the IRS and other taxing authorities