Our year-round approach to tax planning can help you anticipate the tax consequences of various financial decisions, so you can make educated choices. Have you come to a fork in the road and aren’t sure which direction to take? Ask us – we provide you with information and resources throughout the year, along with continuous alignment of key tax-saving strategies with your long-term financial goals.
Individual Tax Planning & Consulting
- Year-round tax planning and quarterly estimated payment analysis
- Estate and trust advisory services
- Tax and estate planning for fine arts and collections
- Retirement planning
- Social Security planning and analysis
- Planning updates for tax legislation changes
- Tax-efficient charitable giving consulting
Individual Tax Compliance
- Preparation of annual federal, state, and local tax returns and information returns for:
- Individuals
- Estates
- Trusts
- Preparation of independent trust accounting
- Tax audit representation
- Tax appeals and examination resolution
- Notice resolution
- Foreign trust, estate, and inheritance
