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Planning Services: Income tax planning, estate tax planning and charitable gift planning are all key elements of the services we provide. We believe that careful attention to long-term planning is the best way to achieve your financial goals.

Tax Preparation: We prepare income tax returns for individuals, trusts, estates, partnerships, and corporations. We prepare 990s for non-profit organizations, estate and gift tax returns for individuals, and we specialize in preparing annual returns for charitable remainder trusts.

Trusts and Estates: We have extensive experience with trusts and estates. We advise on funding and administering irrevocable bypass trusts and ILITs. We work closely with probate attorneys and we frequently prepare 706s for taxable estates.

Services for Non-Profits: We offer a range of accounting services for non-profit organizations - financial statement preparation, application for tax-exempt status, tax return preparation and monthly accounting.

Charitable Trust Specialists: We have extensive experience with Charitable Remainder Trusts, Charitable Gift Annuities and Pooled Income Funds. Click on Specialties to see more on this.