Estate Settlement - We specialize in estate taxes and related accounting services. The many tax complexities of estate settlement can be daunting. We have developed advanced estate tax services and auditing methods that have uncovered millions in hidden assets for our clients. Estate taxes are our specialty and we look forward to helping you as we participate in your estate settlement process.
CPA Services - We will help you with effective estate tax planning. A long-range plan is always best. We serve independent business owners in satisfying both their business tax accounting and estate tax planning needs. An integrated approach is usually most effective. We can also handle your general accounting services, including the preparation of all business and personal tax forms. Our goal is to reduce your overall estate tax liabilities now and in the future. That is the value of strategic estate tax planning. Your estate tax plan needs to support your life plan and family goals. Let's talk and see how we can help.