Scope of services for individuals and families

We are interested in helping our clients pay the least possible tax under the law and to strategically plan a solid financial future

We have helped hundreds of individuals evaluate their needs and problems and institute solutions through our extensive menu of customized services.

Tax Planning and Preparation
We prepare all required tax returns to assure that you are paying no more tax than necessary.  Throughout the year, we monitor tax law changes that will affect you, recommend tax-saving strategies, and serve as your advocate in tax matters.

Financial Statements and Audits
If you need financial statements, we can prepare compilation, review, or audited statements.  Helping you to use the statements in managing your business and increasing your profitability is an important aspect of our service to you.

Estate Planning
We will work with you, and when appropriate your other advisors, to increase your net worth, then plan with you to minimize estate taxes. A total program including an analysis of net worth, family gifting, trusts, retirement planning, and family business transfers is available to assist you in maximizing benefits for you and your heirs.

Please contact us for a consultation, and together we can determine how to service your needs.