Personal Tax Planning, Filing & Wealth Management
At Sanober Consultancy, we help individuals and families navigate complex tax laws, optimize deductions, and build long-term wealth strategies. From high-net-worth estates to working professionals, our tailored approach ensures your financial plan evolves with your life stages and goals.
Our tax team creates proactive planning strategies—covering retirement account optimization, education savings plans, and charitable giving. We handle year-round compliance: quarterly estimated payments, itemized returns, and audit support, reducing your stress and maximizing after-tax income.
Beyond taxes, our wealth management advisors develop investment portfolios aligned to your risk profile, cash flow needs, and legacy objectives. You receive holistic guidance on insurance, estate planning, and intergenerational wealth transfer—so you can focus on what matters most.
Our Individuals & Families Services
- Comprehensive tax planning & projection
- Federal & state income tax filing
- Retirement account & RMD optimization
- Education savings strategies (529 & ESAs)
- Charitable giving & philanthropic advising
- Investment portfolio construction & monitoring
- Cash flow management & budgeting
- Estate planning coordination with attorneys
- Year-round audit representation & support