Tax Services

Individual Tax

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

Key Team Professionals

Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!