Tax advisory

Offering a robust line of products to meet your personal and business needs

Individual taxation can be as complete as business taxation

CPA family office logo

We not only specialize in individual tax return preparation and planning but we also specialize in:

  • Estate & Trust Income Tax - Form 1041
  • Estate Income Tax - Form 706
  • Gift Tax - Form 709

Additional services we provide:

  • Estate tax minimization vs. Medicaid qualification
  • Electing optimal Social Security benefit payouts
  • Fixed income methods to meet retirement goals
  • Taking the Required Minimum Distribution at age 70 1/2
  • Inherited retirement calculations from spouse
  • Inherited retirement calculations from parents
  • Taxation of annuities and insurance products
  • Tracking income tax basis of assets to decrease capital gains
  • Maximizing the step-up in tax basis of assets at death