Confident Decisions, Strategic Planning, Lasting Impact
Whether you're navigating complex tax laws, planning for the future, or managing a growing estate, we offer personalized guidance to help you make confident financial decisions. From compliance to long-term strategy, we’re here to support your journey with clarity and expertise.
Tax Consulting/Planning
Effective tax planning is about more than just saving money—it’s about aligning your tax strategy with your financial goals. We work with you year-round to develop personalized plans that minimize liabilities, optimize wealth transfer, and prepare you for life’s financial milestones.
Services Offered:
Annual and multi-year tax projections
Retirement and Roth conversion planning
Capital gains and loss harvesting strategies
Charitable giving and philanthropic planning
Income timing and deferral strategies
Gift and estate tax planning coordination
Coordination with legal and financial advisors
Tax-efficient wealth transfer and legacy planning
Tax Compliance
Navigating tax compliance can be complex and time-consuming. Our team ensures your federal and state returns are accurate, timely, and optimized to keep you in good standing with the IRS and other tax authorities—so you can focus on what matters most.
Services Offered:
Preparation and filing of individual federal and state tax returns (Form 1040 and schedules)
Amended tax returns and IRS correspondence support
Estimated tax payment calculation and planning
Trust and estate tax return preparation (Forms 1041 and 709)
Tax documentation organization and review
Tax audit representation and support
