Individual

We offer to individuals and families a host of services that will help you take control of tricky financial matters quickly, accurately, and (best of all) simply. In an ever-changing environment, it is easy to get lost or overwhelmed by the many new things the IRS or financial institutions expect from you every year. We at Legg & Watne are here to help. Here are just some of the things we can do:

  • Tax Returns: We file nearly a thousand tax returns with the IRS every year. No matter your situation or your income level, we have the knowledge and experience to get your return filed correctly, and we’re always on the lookout for ways to help you get the most favorable results. We can handle 1040s, estates, gift taxes, state returns, and more.
  • Personal Financial Statements: With the tight restrictions on banks and money lenders these days, more and more people are in need of personal financial statements to obtain financing. We can help you put together a Statement of Net Worth, a personal income statement, and nearly any other document you might need to meet these requirements.
  • Much more: We are here to help you make the right decisions when it comes to your tax and financial planning. We offer a wide variety of consulting services, and maintain a strong network of other financial professionals who can offer guidance on nearly all of your financial concerns.

Schedule an appointment today!

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