We Understand Fiduciary Tax Laws
Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate and tax trust preparation.
Our Estate and Trust Tax Services Include:
- Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.
- We help you set up a recordkeeping system that meets IRS requirements.
- We work with you all year long–not just at tax time to develop tax planning strategies that lower your tax bill.
- We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
- We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
- We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).
Ready to Take the Next Step?
Preparing income tax returns for trusts and estates can be complicated and if you haven’t developed an estate plan it’s not too late.
Contact us today by filling out the form below. You’ll be glad you did.
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