About our service details

Individual & Estate Taxation Frankfort

Waddle & Graham offers complete personal tax and estate taxation services. These services give reliable guidance, accurate filings, and long-term tax efficiency. Our approach is to focus on understanding your financial situation and applying the best strategies that align with your goals.

Tax Preparation Services & Planning

Our individual tax services are designed to help clients file accurate returns. We capitalize on opportunities to minimize the tax liabilities legally. We handle all the aspects of personal income tax preparation with careful reviews. We assist with self-employment income, deductions, and tax planning strategies.

Estate Tax Planning & Compliance

The planning of a state tax protects your wealth and also ensures that your assets are transferred according to your choice. Our team explains how estate tax planning works and provides you with strategies that reduce the tax burden. We support executors, trustees, and families with estate tax filings. To reduce costs, errors, and delays, we guide clients on proper documentation and compliance.

Tax Review & Accuracy Checks

Every return and estate filing goes under a detailed review process to ensure accuracy. Our professional team identifies errors, corrects inconsistencies, and verifies documentations. We know that a careful approach reduces the risk and ensures confidence. Everything is checked thoroughly before final submission.

IRS & State Tax Support

At Waddle & Graham, our professionals guide you if you receive notices or questions from the tax authorities. We help you to respond correctly, submit the required documentation, and resolve the issues. Our team ensures that the communication with the tax agencies is handled clearly and professionally.

Year-Round Tax Guidance

The tax planning doesn’t stop after filing season. We provide a year-round guide to help individuals and families. We inform them to make financial decisions that impact the future tax outcomes. This approach supports them in long-term financial stability. Our best individual tax services in Frankfort are available for everyone who's seeking guidance.

Who We Serve

Our individual and estate taxation services support clients at different stages of life. We commonly work with:

• Individuals and families

• High-net-worth individuals

• Retirees and estate beneficiaries

• Executors and trustees

• Small business owners with personal tax needs

• Professionals and self-employed individuals

What to Expect From Your Consultation

Your consultation with Waddle & Graham is totally focused on understanding your tax situation. We provide clear and practical guidance that actually works. During the consultation, you will receive a review of your current tax needs, answers to your questions, an overview of service options, and next steps. All these steps will help you move forward with confidence.

Our Individual & Estate Tax Service Process

Step 1 — Submit Your Information

Share your tax or state-related queries through our simple intake process.

Step 2 — Initial Consultation

We discuss your personal or state tax situation with our professionals and identify the key requirement.

Step 3 — Review & Planning

Our professional team reviews the documents, checks the tax exposure, and creates a clear strategy.

Step 4 — Preparation & Filing

Our best team prepares all the required documents accurately on time.

Step 5 — Ongoing Supports

After filing, we ensure availability to support your planning, questions, and future filings.

Why Choose Waddle & Graham

Waddle and Graham is totally committed to providing dependable individuals and estate taxation services in Frankfort. We’re unique because:

• Our main focus is on accuracy, transparency, and the client's trust.

• Our attention to detail, clear communication, and personalized approach to every tax situation make us unique from others.

• We always take time to understand your financial goals and only apply suitable strategies that align with client needs.

• Clients choose Waddle & Graham for its consistent support, strong compliance, and guidance.

Frequently Asked Questions

What is individual and estate taxation?

It involves managing the personal income taxes and taxes related to transferring assets after death, planning, filing, and compliance.

Who pays estate tax?

It is generally paid by the estate before assets are distributed. These assets can be distributed to beneficiaries, depending on federal and state requirements.

What's the difference between individual and estate tax?

Individual taxes apply to personal incomes; on the other hand, estate tax applies to the transfer of assets after a person's death.

Do you provide tax preparation services in Frankfort?

Yes, we offer professional tax preparation services for individuals and estates.

Can estate tax planning reduce estate liability?

Yes, the proper estate tax planning can definitely help to reduce taxes and also protect assets from beneficiaries.