Preparation of the following types of tax returns:
Individual Trusts Estates & Gift Tax Corporations Non-profits
Year-round tax planning, including the monitoring of tax law changes, individualized recommendations and estimated tax calculations.
Representation before the IRS
Trust Administration & Estate Planning
Preparation of trust accountings for beneficiaries or probate court
Consultation with clients to determine estate taxability and strategies to reduce tax, including analysis of net worth, family gifting, trusts and retirement planning.
Business Planning
Assistance in selecting the proper organization structure
Guidance through the use of financial statement analysis for business management.
To schedule an appointment, call us at 805/957-4890.
