Services for Individuals

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Our broad range of services for individuals include:

Tax Planning
Our team has a thorough understanding of the current tax laws. We work proactively and assertively to help clients minimize their tax burdens while maximizing their opportunities.

Tax Compliance and Representation
We prepare income, multi-state, international, pension and estate- tax filings for both individuals and trusts. Should you need help with an audit examination we will assess all pertinent documentation and act as your partner. Our clients are never alone.

Accounting and Financial Reports
After a complete review of your financial picture, we can help you prepare useful reports such as personal financial statements, household budgets, and mortgage and credit applications.

Financial Planning
Through a multi-step process, Lear & Pannepacker will identify your individual and family goals, then present a comprehensive and understandable report that suggests immediate and long-term strategies. Financial planning is an ongoing process, and we will provide the support you need to reach your goals.

Investment Consultation
We are constantly reviewing new and diverse investment products. Lear & Pannepacker is available to consult with your investment advisor to monitor the performance of your investments. We can also help you understand the liquidity, cash flow and tax implications of your investments.

Risk Management
Protecting your assets is critical. We can review your current risk areas and, working with your insurance consultant, help you assess your liability, casualty, income, long-term care and estate protection needs.

Long-Term Planning
Let Lear & Pannepacker help you design a long-term program that is sufficient for you to live comfortably throughout your retirement years.

Estate Planning
A properly executed estate plan is essential to the financial security of everyone. We will take the time to develop a carefully constructed plan that protects the wealth you accumulate over a lifetime.

791 Alexander Road, Princeton, NJ 08540
Ph: 609-452-2200, Fx: 609-452-1065
email: info@lp-cpa.com