Tax Preparation, Planning & Advice for Individuals

Tax preparation for individualsĀ comprises the major part of our tax practice and includes:

  • 1040 and tax returns for all states
  • 1041 tax returnsĀ for Estates and Trusts
  • Gift Tax returns
  • Accounting and ongoing services for Estates and Trusts
  • Final accounting recording for Register of Wills and other agencies

Other tax advisory services include:

  • Estimated tax calculations
  • Estate tax considerations
  • Retirement tax planning
  • Gifting strategies
  • Divorce/separation matters
  • Business ownership matters
  • Inheritance
  • Early distributions
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck