Individual Services

Looking for a partner, an advisor, a financial strategist? Whether you need help with estate planning, tax preparation, retirement goals, college savings or IRS Representation, Riolo Freddi & Associates lends ears and eyes to direct your personal financial matters with technical expertise, resources, accuracy and experience. We get to know you and your situation, to then steer you forward.

Contact RFA today to find out more about our individual specialties, including:

  • Tax compliance services for individuals and all business entities, trust and estates
  • Tax planning and projections
  • Estate and gift planning
  • Business acquisitions and dispositions
  • Incorporation and business entity consulting
  • Tax authority problem resolution and audits
  • Dissolution of marriage issues
  • Budgets and financial projections
  • Business financing assistance
  • Real estate tax strategies
Individual Services

Sign up for our e-newsletter:

We’ll send you regular information to keep you in-the-know!