Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Tax planning and preparation form a winning combination for my successful individual and business clients. Whether you are an individual or a multi-tiered partnership, my experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies.
I gauge my worth by the personal and business successes of my clients. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
We work with executors, administrators, trustees and their attorneys to strategically plan the selection of fiscal years, asset allocations, financial transactions and distribution timing to minimize tax costs and maximize assets flowing to beneficiaries.
Estate and inheritance returns and fiduciary income tax returns are prepared so that executors, administrators and trustees meet their tax reporting resposibilties.
