For individuals

Bringing you access to the expertise and support you need as you need it. From navigating the details to seeing the path ahead with clarity, we’re the trusted advisor you’ve been looking for. Where do you want to go? Let us help you get there.

You’ve worked hard and built the life you want.

Now, you need guidance managing your tax exposure – the kind of guidance you’re not getting from your current advisors. Change is hard, but so is missing critical opportunities to minimize your tax burden and risks. You need a partner who is looking ahead even as they manage the day-to-day, one that cares about your financial future as much as you do.

At Murry & Associates, we are that partner, bringing our clients expertise and access to the support they need as they need it. From navigating the details to seeing the path ahead with clarity, we’re the trusted advisor you’ve been looking for. Where do you want to go? Let us help you get there.

Services we offer at Murry & Associates:

Tax planning & preparation

  • Assistance with annual tax projections and quarterly estimated tax payments

  • Individuals owning Rental Real Estate
  • International tax compliance
  • Estate and gift tax planning, preparation and compliance

  • Individual tax planning, preparation and compliance

  • Charitable contribution planning
  • Conformity with new and changing tax laws

Consulting

  • IRS and State representation
  • Retirement planning
  • ROTH conversion analysis
  • Residency analysis

Because relationships and connections matter…

When you have a question about your accounting or finances, you want to know there’s someone you can ask. You want to feel like they care about the answer and that they’re being proactive on your behalf, thinking ahead and not just reacting to problems.

We get it, and that’s why we’re so committed to creating relationships and connections with our clients. You’re bringing us the things that matter most, and we’re here to ensure those things get treated with the respect they deserve.

Let’s talk.

We’re here to answer your questions, simplify the process, and be the trusted advisor you’ve been looking for.