
Tax Services
Individual:
• Trusts and Estates
• Divorce and Support Issues
• IRS Representation
• Financial Planning
• Retirement Planning
Business:
• Tax Preparation for LLCs/LLPs, Corporations, Nonprofits and Partnerships
• Trusts and Estates
• IRS Representation
• Sales Tax Services
• Tax Planning
• Taxing Authority Representation
• Mergers and Acquisitions
• Property Taxes (including personal property used in business)
Trusts & Estates
Trust & Estates
Your legacy is unique, and having an effective estate and trust plan grants you the power of dictating how your assets are handled for future generations. We understand that creating an estate and trust plan can be overwhelming, and our estate and trust team is here to guide and support you through the process and ensure that your primary goals and wishes are accurately crafted and achieved.
Our proactive approach ensures that your income, gift, and estate taxes are all taken into consideration when determining the best choices for your particular situation and vision. We will work with your financial planning providers and attorneys to create a collaborative, stress-free process for you and your loved ones.