Prepare all required federal, state, and local income tax filings. Streamlined data gathering process to minimize time required by you.
Review income tax filings and current activities to identify tax minimization opportunities/strategies.
Represent you before the IRS and state authorities on any tax dispute issues.
Assist with helping you understand every step of the process and provide experienced guidance and support as needed. We prepare all necessary estate and trust income tax filings required by IRS and state authorities.
Understand your goals and tailor a plan that achieves the results you desire. We provide strategies and options with understandable examples that help you decide on the wealth retention/wealth transfer scenario that is right for you.
Manage some or all of the financial affairs for an individual or family. Examples include maintaining financial records of expenses/income of various entrepreneurial or philanthropic ventures, bill payment, cash flow management, entity structuring for tax minimization, etc.