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:

bullet   Tax Advisory Services bullet   Federal and State Income Tax Preparation
bullet   Retirement Planning bullet   Mutli State tax planning
bullet  Tax notice and dispute resolution bullet  Litigation Support
bullet  Financial Planning & Consulting bullet  Estate Planning
bullet  Tax aspects of investments

Trust 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:

bullet   Federal and State Income Tax Preparation bullet  Financial Planning & Consulting
bullet   Retirement Planning bullet  Tax aspects of investments
bullet  Tax notice and dispute resolution