Tax planning + preparation for individuals, estates, and trusts

Our team of professional CPAs provide an array of tax services to individuals and families, helping you minimize your tax liability, and maximize your savings. Our serivces include tax planning and research at the federal and state level, tax return preparation, tax consulting, and representation before the IRS and other governmental agencies.

Our individual and family tax services include:

  • Federal and State tax planning and tax return preparation
  • Representation before the IRS and other government agencies
  • Investments and capital gain transactions
  • Calculation of the alternative minimum tax
  • Family trusts and beneficiaries
  • Gift taxes
  • Multi state taxation
  • Personal financial statements