Personal

Estate & Trust Tax Planning

Estate and trust tax preparation and planning is a vital part of everyone’s financial future, especially those who are married, have kids, and own a business. We can help you to establish an estate and trust plan that protects wealth while minimizing any tax burden for you and loved ones. Our team maintains ongoing training, staying current with ever-changing tax laws and legal requirements.

Ways we can help:

  • Allocating assets to spouses, children, trusts, and charities
  • Reviewing your estate plan and trust tax situation to ensure financial goals are met
  • Gift tax returns and strategies
  • Business succession planning
  • Trust administration
  • Trust income tax returns
  • Estate tax returns

Personal Taxes

Wonder if you might be missing out on possible tax savings? Given the vastness of the ever-evolving IRS requirements, you probably are. Even if you already have someone doing your taxes, you owe it to yourself to at the very least talk to us about how we can help. Honesty, integrity, and caring. These 3 things are most important to us. Are they important to you? Wouldn’t you like to have an experienced professional proactively looking out for you, preparing your taxes, and maybe managing your finances? Regardless of how simple or complex your situation, here are areas that we will bring our expertise to bear on:

  • Tax preparation
  • Tax planning
  • Tax advisory/consulting
  • Child tax credit calculator
  • Obtain your IRS file
  • Track your amended return
  • Check the status of your amended tax return
  • Elder Care – looking out for your loved one’s financial interests
  • Assistance with Banking Financials
  • Personal Financial Consulting