Individual and Trust 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|
|Retirement Planning||Mutli State tax planning|
|Tax notice and dispute resolution||Litigation Support|
|Financial Planning & Consulting||Estate Planning|
|Tax aspects of investments|
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 Preparation||Financial Planning & Consulting|
|Retirement Planning||Tax aspects of investments|
|Tax notice and dispute resolution|