Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the current new developments in the tax laws to minimize both your current and future tax liabilities.
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.
Estate & Trust Tax Preparation
We pride our firm and professional staff on effective tax compliance to ensure that the decedent’s final income tax returns relating to the estate and trust are prepared timely. We provide invaluable trust and estate expertise to handle all aspects of fiduciary compliance as well as sophisticated tax advice and representation in the traditional areas of generational wealth transfer planning, gifting and fiduciary tax accounting and tax preparation.