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Income Tax Preparation
Income Tax Planning
Estate, Gift & Trust Planning
We can prepare your personal income, estate, trust and gift tax returns, help you plan so that you can take advantage of every deduction allowed by law, respond to inquiries from the IRS and represent you in case you are audited.
What does your tax return say about your financial situation? The fact is, the paperwork you file each year offers excellent information about how you are managing your money—and about areas where it might be wise to make changes in your financial habits. If you have questions about your financial situation, remember that we can help. Our firm is made up of highly qualified and educated professionals who work with clients like you all year long, serving as trusted business advisors. So whether you are concerned about budgeting; saving for college, retirement or another goal; understanding your investments; cutting your tax bite; starting a business; or managing your debt, you can turn to us for objective answers to all your tax and financial questions.
Need to know what a business or closely-held security is worth? Let our accredited business valuation expert provide you with a professional valuation of your closely-held securities and help you evaluate the true value of a business you are considering buying or selling.
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All of our engagements require an "Engagement Letter", or contract, which will define our relationship, the responsibilities of both parties, the scope of work to be performed and an estimate of our fees.