Individuals, Trusts & Estates

Our CPAs are here to support you and your family’s financial needs – from income tax planning and consulting to estate and retirement planning and compliance.

At Johnson O’Connor, we build a deeper relationship with you, listening closely and keeping in touch with you throughout the years. Our team of professionals are committed to understanding your individual needs and family dynamics to best tailor our services to your goals. 

Our knowledge of tax laws and regulations, along with our diligence in monitoring them, helps us create a personalized tax strategy that creates the best possible outcome. And with the knowledge base of our CPAs with decades of tax experience, and a global network of professionals we can call on for additional assistance, we have the resources to provide the best in consulting and advising.

We help clients with a variety of tax and planning services, including:

  • Estate and trust tax
  • Multistate tax
  • Individual tax
  • IRS and state representation