Individuals

At Jobe, Hastings & Associates, we believe that successful financial planning and wealth building must not stop at the business level but is inextricably connected and extends to the owner’s personal finances. And, the opportunity to effectively plan for financial security is not limited to business owners but also applies to employed individuals and retired individuals as well. Taking into account personal factors such as age, retirement dreams, family dynamics and needs, educational goals and other specifics, we can help you develop goals and strategies to achieve your financial objectives. A critical component of any personal financial plan is effective tax planning and accurate preparation. Our tax professionals have years of experience in maximizing tax-planning opportunities and minimizing income taxes. Our goal is to help you keep more of what you make!

Income tax planning and advice
Tax return preparation
Personal financial planning
Retirement planning
Estate planning
Representation in an IRS audit
Business succession and exit strategies