Individual Services

At Jeffrey M. Lindon, CPA, a Naples Certified Public Accounting firm, we provide a wide variety of tax management and tax planning services tailored to meet the needs of our individual clients. Through continued training, we are committed to providing our clients with tax planning strategies to minimize your tax liability. Our services are designed to make the entire process easy for you.

We provide the following services:

All tax services -- individual tax preparation All states  Electronic tax filing at no addtional cost Tax planning Wealth transfer - estates, trusts and gifts Retirement planning Divorce taxation IRS problem resolution Personal financial statements Budgeting Alternative minimum tax planning College savings programs

To learn more about how we can assist you, call us at 239-280-1000 and ask for Jeff.

For more information, please fill out the following form and a representative will contact you: