SERVICES

INDIVIDUAL TAX CLIENTS

Year-round, comprehensive planning and income tax projections.   

Preparation and review of individual income tax return forms.

Representation during Internal Revenue Service examinations.

Monitor your total personal financial plan to be sure you are protected and guided.

We work with your attorney to analyze and summarize the financial aspects of your case.

Support before, during and after significant life-changing events.

Retirement Planning

Pre and post retirement analysis and guidance.

Trustee Services

Analysis and recommendations regarding the use of trusts.

Estate Planning

Protect your estate and ensure your families financial future. 

Estate & Gift Tax Prep

Prepare and review estate & gift tax returns.

Transaction Advisory Services

Leveraging opportunities, balancing financial pros and cons.

Charitable

Giving

Strategies

Consider different strategies to optimize charitable giving.

Bankruptcy

Support and guidance through the bankruptcy process.

Loan Support Services

Provide financial statement guidance to qualify for a specific loan amount.