Lifetime Services:

As CPAs, we have the technical competence and experience to provide a wide range of services to families and their professional advisors.

We provide the following planning and tax reporting services:

• Trust & Estate Income Tax Returns
• Gift Tax Returns
• Life Insurance Trusts
• Charitable Trusts

After-Death Support Services:

We also have professionals with knowledge and experience in post-death administrative and tax matters.  We function as a team player with other family advisors.  The primary services offered in this area are:

• Preparation of Estate Tax Returns – Both Federal and State, as required, with accompanying schedules and elections
• Probate Accounting – Ongoing reports and updates generated in the format acceptable to the Probate Court