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Individual Tax Services

Tax Preparation Services for Individuals and Families

Starting your personalized tax plan is easier then you think...

Get the basics of tax planning explained in a way that makes sense. Find out how to build the the perfect financial plan and tax strategy for you.

Kerr Tax Advisors, LLC is committed to helping individuals and families manage their most important financial decisions. Like most people, financial planning and retirement savings is high on your priority list but knowing where to start and who to turn to for help is often overwhelming. Fortunately, Andrew Kerr and our team of Certified Financial Planners (CFP) at Kerr Wealth Management offer a straight forward fee-only approach to most complicated financial situations. 

Talk with a Tax Advisor

No Cost. No Obligation.


Did you know a disciplined tax plan can help you...

  • Understand basic to complex tax reduction strategies.

  • Build a personalized financial life plan.

  • Align your goals with your money and taxes.

  • Figure out how to allocate for future goals.

  • Prepare for charitable contributions. 

  • Prepare for required minimum distributions.

  • Understand your children's influence on your taxes.

  • Make informed estate planning decisions.

  • Become a smarter investor.

  • Plan for a secure retirement.

  • Decide what to do with your 401(k) accounts.

  • Make decisions about your employee stock options.

  • Decide whether to rent, buy (or sell) your home.

  • Understand your insurance needs.

  • Plan for child and college expenses. 

  • Invest in individual stocks or tax free bonds.

  • Manage tax liability.

  • Design tax efficient draw down strategies.

  • Optimize social security.

  • Debt management and strategy.

Financial Planning & Tax Services

Financial Planning
Cash Flow Planning
Social Security Income 
What if Scenarios
Life Event Planning
Estate Planning
Inheritence Planning
Divorce Planning
Tax Planning
Tax Strategies
Tax Preparation
Estate Tax
Inheritance Tax
Tax Amendment
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