Services We Offer

Tax Planning & Preparation

Preparation of the following types of tax returns:

  • Individual

  • Trusts

  • Estates & Gift Tax

  • Corporations

  • Non-profits

Year-round tax planning, including the monitoring of tax law changes, individualized recommendations and estimated tax calculations.

Representation before the IRS.

Trust Administration & Estate Planning

Preparation of trust accountings for beneficiaries or probate court.

Consultation with clients to determine estate taxability and strategies to reduce tax, including analysis of net worth, family gifting, trusts and retirement planning.

Business Planning

Assistance in selecting the proper organization structure.

Guidance through the use of financial statement analysis for business management.