Individuals
Building Tomorrows, Together
At Purk & Associates, we provide individual accounting and tax services to help you achieve more financial success. Our services encompass all aspects of your individual financial needs, ranging from tax preparation and retirement planning, to estate and trust services, and insurance. If you pay your taxes via a W-2, operate as a sole proprietorship, are self-employed or have multiple investments, we will help keep you on track and work with you to manage all the matters that impact your financial future.
Contact Purk & Associates at 314-884-4000 to learn how we can partner together to help you achieve more by managing your tax and personal financial needs.
Services offered include:
- Tax Compliance and Planning
- Estate and Trust Services
- Wealth Management
- Family Office
Services Provided for Individuals
Tax Compliance, Planning, and Strategy
- Federal
- State and Local
- Estate and Trusts
- Succession Planning
Wealth Management
- Investing
- Savings
- Retirement
Family Office
- Estate & Trust Services
- Financial Planning
- Retirement
- Insurance