Individual Income Tax Preparation and Planning
Tax Preparation and Planning
We’re happy to help with:
- Compliance with IRS and multi-state tax forms and filing requirements
- Tax-saving strategies for your current and future taxes
- Personalized tax estimates to help you plan
Trust and Estate Tax Services
We provide full-range services, including:
- Understanding and filing IRS forms 1041 (trust), 706 (estate) and 709 (gift)
- Trust and estate planning strategies to reduce tax liability
- Advice on business succession planning, property transfers, and charitable giving
- No surprises: We provide quarterly or annual income tax projections tailored to your finances.
- By the book: Our strategies are designed to minimize taxes while maintaining compliance with the tax code to our clients’ advantage.
- Your future in mind: We consider your retirement plan and compensation planning to minimize current taxes.
- Your business is our business: Many of our individual clients are also our business clients, utilizing our personalized business tax prep and planning services.
- We’ve got your back: We offer representation services for audits before the IRS and state and local tax authorities.