CPA Tax Services

Tax Services

Tax ServicesTax Planning & Preparation Services

We provide federal, state, local and other tax planning form preparation and filing services for individuals, trusts, estates and businesses. We work with our clients to manage tax related cash flows effectively while ensuring that all applicable tax laws are utilized and work to develop strategies for the future. We can also provide advice and analyses that can assist in the decision making process of significant transactions to avoid unintended and irreversible tax consequences come tax preparation time.

Trusts & EstatesTrusts & Estates

We work side-by-side with attorneys and financial planners to complete a personal estate planning team that works to establish trusts, manage estate assets, act as account trustee/custodian as well as address other important aspects that may or may not have tax consequences.