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Individual Services

Caskey & Daily, P.C. provides a wide range of services to individuals to meet each client's specific tax compliance and planning needs in an ever-changing financial and regulatory environment.

Our individual services include:

Tax Management Services

At Caskey & Daily, P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. We are fluent in serving high net-worth individuals including small business owners, corporate executives with stock option plans, and other professionals.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Family Office Services

Let us be your financial custodian while you focus on work, family, and retirement. We offer cash management services, bill payment, and investment oversight customized to your unique needs.

IRS and State Audit Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready to answer any and all questions the IRS or state tax authorities may ask of you.

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