Tax advisory
Offering a robust line of products to meet your personal and business needs
Select a product
Individual taxation can be as complete as business taxation
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