The Authority on Estate and Trust Taxes
With more than eight decades of experience, we have the knowledge, vision, and experience to structure your estate or trust to minimize taxes and maximize confidence that your resources will be distributed as you wish. We work closely with you, your attorneys, and your insurance and investment advisors to help you plan your estate or trust and to reach your goals.
Taking the Extra Step
We do not just help you plan for your estate or trust and then walk away. We continually monitor it, keeping a watchful eye on the changing economic scene, on your changing personal and professional needs, and on the ever-changing tax laws and regulations. We work closely with executors and beneficiaries to maximize the assets for distributions.
Services Geared to Your Needs
- Income Tax Planning and Advice
- Income Tax Return Preparation
- Estate and Gift Tax Return Preparation
- Amended Return Preparation
- Delinquent Return Preparation
- Taxing Authority Representation
- Taxing Authority Notice Responses
- Preparation, Compilation, or Review of Financial Statements
- Interpretation of Tax Returns or Financial Statements
- Bookkeeping and Recordkeeping
- Organization of Tax Documents
- QuickBooks Setup, Assistance, and Training
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