SERVICES FOR ESTATE AND TRUSTS
- Preparation of federal and state estate tax returns
- Preparation of formal and informal accountings
- Preparation of fiduciary income tax returns
- Post-mortem tax planning
- Funding of credit shelter trust and marital trust
- Forensic accounting for estate and trust litigation
SERVICES FOR INDIVIDUALS
- Preparation of federal and state income tax returns
- Income tax planning
- Estate tax planning
- Retirement planning
