Individual Tax Services
Often there are situations when you need to know the value of a business that does not have an openly trade market. We have extensive experience preparing and reviewing individual tax filings at both the federal and state levels.
Individual Tax Services
Through advanced planning, our experienced team of tax professionals delivers guidance and counsel to help clients meet their short-and long-term financial goals by identifying tax-saving strategies.
Our team of advisors can assist with:
Income tax planning and projections
Business and real estate purchases and investments
Timing of income and deductions
Education funding
Divorce
Retirement planning
IRS and state representation
Federal and state income tax preparation
Gift tax return preparation
We will work with you to develop tax-saving strategies that:
Grow and preserve your assets
Defer income, so you can keep money now and pay less in taxes later
Reduce taxes on your income
Reduce taxes on your gifts, estate, investments, and retirement distributions
Estate and Trust
Tax regulations concerning estate, trust, and gift tax filings continue to change and have become more complex. This makes navigating the required tax filings ever more challenging. Our team of tax advisors offer discussion, recommendations, and useful research tools to make your estate, trust, and gift tax preparation simple, efficient, and worry-free.
As you consider transferring wealth to your designated beneficiaries, setting up charitable gifts for philanthropic purposes, or funding education for grandchildren, we can advise you on the tax impacts of your decisions. We understand that every client is unique, and we work to deliver the best strategies to fit their needs.
We often work with our client’s Estate Attorneys to advise on preserving their assets and protecting their legacy. When your Estate Attorney drafts your Will and estate documents, our CPAs who are experienced in Estates and Trusts can review them to make sure your plan is tax optimized. Working together and keeping your best interest in mind, your professional advisors can deliver an excellent Estate and Trust plan that fulfills your wishes and utilizes tax laws to your benefit.
Our Certified Valuation Analysts are able to provide support for Estate, Gift, and Income Tax purposes, including determining value and providing support for tax returns.
