Individuals Banner 5


It’s pretty clear that the accounting needs of an individual differ from those of an enterprise. At ERPS Group, we are well aware of this fact and provide services that address these needs directly.

  • Personal Financial Planning
  • Estate Planning
  • Audits/Reviews/Compilations
  • New Business Formation
  • Investments

We help people just like you with personal financial planning, estate outlining, tax preporation as well as other accounting needs, and guide you through major life events such as getting married or having a child and, of course, making reasonable investments.

Life is full of changes, and surprises. We can help you prepapre and make sound financial decisions for:

  • Getting Married
  • Becoming a Parent
  • Preparing for College
  • Developing a Financial Plan
  • Dealing with Your Bank
  • Improving Your Credit
  • Choosing A Professional
  • Buying Insurance
  • Getting a Loan
  • Planning For Retirement
  • Health Coach
  • Handling Other Situations
  • Buying & Maintaining A Car
  • Buying & Selling A Home
  • Planning Your Estate
  • Making Charitable Contributions
  • Avoiding Scams
  • Getting Divorced or Becoming Widowed
  • Coping with Major Illness
  • Coping with Death of a Loved One
  • Improving Your Retirement
  • Life Coach
  • Business Coach


Free Tax Consultation

contact us