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Individual Services

The financial consulting services we provide to individuals encompass much more than the preparation of your annual tax return. Our clients trust each Raleigh accountant at Langdon & Company LLP to assist them with their short and long-term planning decisions. Decisions include items as simple as whether to refinance a mortgage or as complex as estate planning through gifting and establishment of trusts. Our approach focuses on developing a personal relationship with our clients to learn and understand where they are and where they want to go financially. Langdon & Company LLP coordinates with our network of other professionals, such as attorneys, bankers and investment advisors, as necessary. Our priority is to help you meet your financial goals.

Below are a few of the financial consulting services we commonly provide: