Services > Individual, Trust & Estate

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.

Individual trust & estate


  • 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

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