ESTATE + TRUST

Individual Tax, Estate and Gift Planning

Individual tax planning strategies may reduce, or at least postpone, the income tax effects of both normal and unusual tax events, such as the timing of income and deductions, the deferral of gain on the sale or exchange of real estate, etc. 

Effective estate and gift 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 business and other assets.   As your wealth accumulates over your lifetime, plans of action must be developed to protect and preserve your assets for future needs and for the needs of your family.  We can guide you through this complex process.

Tax-Return Prep

Our investment in computerized tax preparation and research software enables us to accurately and efficiently prepare virtually any tax return you may require.  Some of the more common returns we prepare include:

• Personal Income Tax Returns - Federal, All States/All Cities
• Corporate Income (S Corp or C Corp) Tax Returns - Federal, All States/All Cities
• Corporate Income Tax Returns - Non-Profit Form 990
• Partnership Income Tax Returns - Federal, All States/All Cities
• Limited Liability Company (LLC) Returns - Federal, All States/All Cities
• Quarterly Estimates for all of the above
• Payroll Tax Returns of any nature
• Forms W-2 and 1099 along with transmittals
• Property Tax Returns
• Trust Tax Returns - Complex or Simple
• Charitable Remainder Trust Returns - Federal, All States/All Cities
• Intangible Tax Returns
• Gift Tax Returns
• Estate Tax Returns
• International Tax Returns
• Sales and Use Tax Returns