"Every client receives responsive, personalized and dedicated one-one-one attention."
Tax Return Preparation and Tax Planning:
We prepare tax returns for individuals, estates, trusts and small businesses. We also do tax planning to help you maximize cash flows and to ensure compliance with tax laws.
Trusts and Estates:
When a person dies their revocable trust becomes irrevocable. The interplay between the decedent's final individual return, estate return and trust return must be carefully understood with proper planning to achieve desired goals and avoid unnecessary taxes.
Get your financial plan set for life. We help you plan for positive cash flows, retirement, estate, trust and gift matters. We help you focus on your short term and long-term objectives while always considering your personal tolerances.
Drafting separation agreements and analyzing marital asset allocations can be complicated. We assist attorneys in understanding the true economic condition of the marital estate. We participate in 4-way meetings and assist in preparing Rule 401 financial statements for the Probate Court.