Our knowledge and experience in dealing with both basic and complex tax issues for individuals provides us with the skills needed to provide timely and quality services including:
o Tax return preparation for individuals, trusts and estates
o Tax planning and advisory services
o Personal financial statement preparation
o Gift and estate planning
o Real estate and other investment transaction analysis
o Multi-state income tax reporting
o Representation in tax examinations
o Family office and wealth preservation support
We keep our clients up-to-date on rapidly changing tax and accounting issues that may affect them through a weekly email newsletter, a monthly mailed newsletter, and on-going personal consultations.
o Tax return preparation for individuals, trusts and estates
o Tax planning and advisory services
o Personal financial statement preparation
o Gift and estate planning
o Real estate and other investment transaction analysis
o Multi-state income tax reporting
o Representation in tax examinations
o Family office and wealth preservation support
We keep our clients up-to-date on rapidly changing tax and accounting issues that may affect them through a weekly email newsletter, a monthly mailed newsletter, and on-going personal consultations.
