Individuals

You have worked hard for your money and at Jessup Group, we work hard for your money, too.

We will work closely with you to find tax planning opportunities that meet all state and federal requirements. If you own a small business, we can help you coordinate your business and personal returns for the most effective filing scenario.

Trust officers, legal advisors, and brokers know that they can refer to Jessup Group with confidence.  Our expertise in individual, business, and estate tax planning will guide their clients to the best possible solution for their unique situation.

Whether you’re a professional advisor, a business, a non-profit entity, or an individual, Jessup Group is here to help you get your returns filed on time, and optimize the tax regulations to save money responsibly.

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Accounting services for individuals:

  • Tax planning for individuals and businesses
  • Retirement planning tax strategies
  •  Individual income tax preparation
  • Estate tax preparation
  • Trust tax returns and trustee reporting
  • Corporate and partnership tax preparation
  • Non-profit information returns

To make an appointment with one of our tax experts, call 269-963-6090 or email info@jessup-group.com.