Individual, Trust & Estate
Our approach to individual tax planning starts with a thorough understanding of the client’s goals to form strategic planning and compliance.
Services
- Tax planning and preparation of federal and state income tax returns
- International and multi-state strategies
- Year-end and quarterly estimated tax payment planning
- Reviewing retirement plan options and structuring pension plans
- Estate planning
- Trust tax return preparation
- Stock Compensation and option planning
- Structuring transaction for maximum tax savings
- Tax liability minimization between corporations and owners
- Review of current tax law changes and opportunities
