Individual Services

Estate, Gift and Trust Tax Return Preparation - We provide expert preparation of federal and state estate, gift, and trust tax returns.

Estate Planning - We offer estate planning services to help you minimize both federal and state estate tax liabilities. Careful planning can protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

IRS and State/Local Representation - Our firm knows the tax laws, and can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

Litigation Support - We can provide a full range of assistance for you and your legal counsel.

Retirement Planning - It is never too early to start planning for retirement. If you want to maintain -- or even improve -- your lifestyle, you must start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help ensure that your golden years live up to your expectations.

Tax Planning - We offer full tax preparation and filing services. Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.

Tax Preparation - We offer professional preparation of all federal, state, and local income tax returns at competitive, affordable rates.