Estate and Gift Planning. We work with you to understand your estate planning goals and objectives, and then advise you on how to develop and implement a plan that will meet your objectives. Our staff has expertise in everything from a simple estate plan to the most comprehensive and complex estate plans. Additionally, our team helps administrate your plan to ensure compliance and ease.
Pension Plan Implementation. Recent legislation makes it a good time to simplify your pension planning strategies. We can help you define your objectives, evaluate your current plan or a potential plan, and assist with implementation.
Tax Preparation. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Year End Tax Planning Review. In the last quarter of the year, we will project the tax obligations of your company and suggest strategies for minimizing the tax. We will also project each owner's tax situation and strategize on their behalf.