Individuals & Families

Individuals and families

For many individuals and families, managing their personal wealth and financial future can be a daunting task. The complexities of tax law, estate/gift planning, and retirement planning frequently require expert advice. Should it be necessary, we also represent current clients involved in IRS and Franchise Tax Board tax audits. Many times,other professional advisors ask us to handle their client’s audits as well.

Routine Planning

With both state and federal laws constantly changing, we provide a team of experienced advisors to help you navigate to a strong, comfortable position.  Our team can help you with:

  • Analyzing your tax situation and preparing returns
  • Integrating your tax strategies with overall financial planning
  • Facilitating tax-free exchanges
  • Planning transfers of ownership
  • Advising on personal financial planning
  • Planning for gift and estate taxes, including valuations and generational benefits
  • Retirement planning

Family Planning and Crisis Support

Engelman Accountancy has over 45 years of experience in family law matters covering marital dissolution/receivership and mediation or arbitration. We work closely with leading attorneys throughout the state and the country in valuations and forensic accounting.

Broad Referral Base

Even when your life events are beyond our expertise, we can draw on a broad range of professional experts whose experience and approach we value.  Whether it is a specialized attorney, a financial planner, or an investment advisor, we know and have worked with the best and would be glad to help you make the right selection.

Case History