Services for Individuals
Taxes are a necessary part of all of our financial lives, but the most vital piece of your financial life is peace of mind. That’s why we combine tax planning and preparation services, financial planning, estate planning, and wealth management services into a “whole picture” view for optimizing ways to help you grow and protect your assets.
Tax Planning and Preparation
Our tax services are more than just completing your tax forms at the end of the year. In order to minimize the tax you pay, we help you with income tax planning. We keep abreast of changes and developments in federal and state tax laws and advise you throughout the year, so you're in the best possible position when it's time to file your return.
Financial Planning
We are often consulted in estate and trust issues, helping to structure arrangements that preserve wealth for heirs. Some long-term clients look to us for advice on family business succession issues.
We use a number of estate planning tools, including:
- Family Limited Partnership
- Charitable Lead Trust
- Charitable Remainder Trust
- Grantor Retained Annuity Trust
- Qualified Personal Residence Trust
- Irrevocable Life Insurance Trust
For estates, we handle:
- Tax planning
- Preparation of estate, gift and income tax returns
- Representation before the IRS for tax examinations
For trusts, services include tax planning and preparation of state and federal tax returns. We can also provide forensic accounting and litigation support for probate and trust disputes.
