Our firm offers a wide range of services to our individual, trust, fiduciary, and small business clients. Because our firm is relatively small, clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
- Individual Tax Planning and Preparation
- Retirement Planning
- IRS representation
- Financial Planning
- Fiduciary, Estate and Gift Tax Planning and Preparation
- Business Consulting
- Succession Planning
- Small Business Tax Planning and Preparation
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Fiduciary, Estate & Gift Tax
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
We are devoted to the needs of individuals and small businesses. We put the “service” back into full-service.
Call today for an appointment.