Our firm provides personalized financial management, consulting, and tax services to individuals and their families. Because our firm is relatively small, our clients benefit by getting personalized, quality service. In addition to tax planning and preparation of tax returns, we provide other services tailored to our clients' needs. Below we have listed many of the services we provide along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Tax Planning & Preparation
We provide tax planning and preparation including developing tax strategies that take advantage of new tax laws and legislation and charitable tax planning.
In addition to preparing individual income tax returns, we prepare tax returns for trusts, gifts, partnerships, LLCs, S corporations, charitable remainder trusts, charitable lead trusts, and private foundations.
We also prepare state income tax returns for over 40 different states on behalf of our clients.
Estate & Trust Tax Preparation
We work with the personal representative, executor or trustee to coordinate information and prepare various fiduciary tax returns.
We represent clients before the various federal and state tax agencies in a variety of matters including IRS exams, waiver of penalties, and state filing requirements.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your assets. With the assistance of your estate planning attorney and investment advisor, we can guide you through the complex process of getting your financial affairs in order.
Accounting services that we provide include the following:
Accounting services for family LLCs, family partnerships, foundations, and trusts (excluding review and audit services).
Bill paying, collections, and bookkeeping services for individuals, their families, and their entities.
Charitable Giving and Planning
Our firm helps you incorporate your family values into your lifetime and estate charitable planning. We work with various charitable entities including donor advised funds, private foundations, charitable remainder trusts, charitable lead trusts, and 501(c)(3) charities.
Trustee and Executor Services
We will act as a trustee or an executor. We coordinate with the estate attorney and investment advisors for the preparation of returns, distribution of assets, and accounting reports.
We also assist family trustees to fulfill their fiduciary responsibilities.
Chief Financial Officer Advisory Role
We are ready to assist you in a personal CFO advisory role with your investment advisors and estate planning attorneys.