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INDIVIDUAL, TRUST AND ESTATE SERVICES

Individual Accounting and Tax Services

Our individual accounting and tax services encompass all aspects of your individual financial needs. We can assist with tax preparation, retirement and estate planning, and investment tax consulting.

The following are examples of the various services we provide individuals:

  • Tax advisory services 

  • Federal and State income tax preparation

  • Mutli-state tax planning

  • Retirement planning 

  • Tax notice and dispute resolution 

  • Litigation Support

  • Financial planning and consulting 

  • Estate planning

  • Tax aspects of investments

Trust and Estate Services

We work closely with trustees and beneficiaries of trusts to ensure proper tax compliance and to plan for tax implications.

The following are examples of the various services we provide trusts:

 

  • Federal and State income tax

  • Estate planning and consulting

  • Tax planning 

  • Tax aspects of investments

  • Tax notice and dispute resolution