Estate, Trusts and Wealth Transfer Planning
Federal and state tax preparation services – We provide services to ensure the timely filing of your complete and accurate Gift, Estate, Fiduciary and Trust federal and state income tax returns.
Federal and state tax controversy representation – The Internal Revenue Service and state and local taxing authorities enjoy the right to audit your tax return in every jurisdiction in which you perform business. We provide assistance in Internal Revenue Service audits and State and local income and sales tax audits, appealing decisions of Federal, state and local tax authorities and resolving income tax notices.
Family Wealth Transfer Planning – We provide assistance, in conjunction with your estate planning attorney with transferring your lifetime earnings and accumulated wealth to the next generation or to your legacy charitable organization in the most tax efficient manner.