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Personal sERVICES

About Our Personal Services

Our experienced team at Ramsay & Associates is committed to providing you with accurate Personal Tax Returns based on detailed, up-to-date tax information. We offer the researched information and expertise you need to take advantage of opportunities in tax law that will most benefit your specific situation. We provide a free review of your last two years of tax returns to look for errors or missed opportunities.

Personal Tax Services

Tax Return Preparation

Tax laws are changing all the time and it’s important that you get up-to-date, professional tax information firsthand from a professional team like Ramsay & Associates.

Tax Planning & Projections

When our experts at Ramsay provide professional tax planning and projection services, it goes way beyond preparing a timely and accurate tax return.

Estate, Trust & Gift Tax

Like many other taxable assets, there are many exceptions to the rules of how trusts work and how they are taxed. Our Ramsay professionals can help.

IRS & State Audit Help

We strongly recommend that individuals don’t rely solely on self-representation when dealing with an audit or questioning by IRS or state taxing authorities.

Accounting Advisory Services

Financial Planning

Ramsay Wealth Management, Ltd. offers a wide range of planning solutions for your immediate and long-term needs — from analyzing what you need to acting on it. 

Financial Statement Services

The objective of a personal financial statement is to provide information about your financial situation.

Social Security Planning

Making decisions about your Social Security benefits can be difficult, especially if you don’t understand all of the rules and consequences.

Schedule a Consultation today!

TESTIMONIALS

What Our Clients Are Saying

"Very impressed with initial consultation - Brady's depth of knowledge, asking the right questions, very professional and yet friendly, the kind of person you want on your side. Highly recommend Ramsay and Associates."

Jeff Vesel

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Recent News & Tips

Estate Planning Tips: 4 Reasons Why Avoiding Probate Is a Smart Move

By Brady Ramsay • September 4, 2025
When planning your estate, one of the smartest strategies you can adopt is to minimize or avoid probate. Probate is a legal procedure in which a court establishes the validity of your will, determines the value of your estate, resolves … Continue reading → The post Estate Planning Tips: 4 Reasons Why Avoiding Probate Is a Smart Move appeared first on Ramsay and Associates.

Reporting Digital Assets: What You Need to Know

By Brady Ramsay • August 5, 2025
As the use of digital assets like cryptocurrencies continues to grow, so does the IRS’s scrutiny of how taxpayers report these transactions on their federal income tax returns. The IRS has flagged this area as a key focus. To … Continue reading → The post Reporting Digital Assets: What You Need to Know appeared first on Ramsay and Associates.

Why Choosing the Right Trustee Matters

By Brady Ramsay • July 8, 2025
It’s not uncommon for an estate plan to contain multiple trusts. They can enable you to hold assets for and transfer them to beneficiaries, avoid probate, and possibly reduce estate tax exposure. When drafting a trust, you must appoint a … Continue reading → The post Why Choosing the Right Trustee Matters appeared first on Ramsay and Associates.