PERSONAL - TAX & ESTATE
INDIVIDUAL TAX PREP
When the big box tax preparation companies won't cut it, we can help. We have expertise with complex tax situations and can help you identify areas to lower your tax liability.
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If you're a small business owner, we can help you with your individual returns in addition to your business returns to ensure maximum tax benefits and lower the risk of audit.
Tax prep by a person, not a computer
ESTATE & TRUST PLANNING
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.
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Our experts can guide you through the complex process of getting your financial affairs in order.
Confidence in your future