Individual Tax Returns We prepare and file income tax returns on behalf of individuals. This includes a detailed review of all of an individual’s tax forms, income statements, and personal and
business expenses, to determine the best outcome for our clients. We also offer advice about the best steps to take to minimize our client's tax liability in the coming year.
Gift, Trust, and Estate Tax Returns We prepare and file gift, trust, and estate tax returns on behalf of individuals, executors and trustees. This includes a detailed review of income and expenses to determine the best outcome for our clients.