Make us part of your financial advisory team

individuals, estates and trusts

Tax Planning & Preparation

  • Professional and accurate tax preparation
  • Current or Prior Year Returns
  • Individual Tax Returns 1040, Business schedules, Rental Schedules
  • Final Tax Return for Deceased individual - Form 1040
  • Trust and Estates Form 1041 or 706 if required
  • Returns for deceased individuals with income after their date of death. 
  • Gift tax returns Form 709

IRS and State Issues

  • Respond to notices from IRS or other state agencies
  • Represent clients in field or office audits
  • Satisfactorily resolve your situation 

Tax Debt

  • Set up Installment Agreements
  • Establish Non-Collectible Status for eligible tax payers
  • Prevent future garnishments, liens and levies
  • Get current garnishments, liens and levies released
  • Negotiate on your behalf to get your taxes reduced with an Offer in Compromise