We work with you to make the tax process as easy as possible while simultaneously minimizing your tax liability through careful planning. Whatever your circumstances – from simply preparing your current year returns, to retirement planning, or saving for your child’s education, our team of experts can assist you with all of your personal tax needs, including:
- Individual Tax Preparation
- Gift & Estate Tax Return Preparation
- Partnership & Corporate Tax Preparation
- Estate and Succession Planning
- Tax & Education Planning
- Out-of-State Returns
Industry Insight
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How Health Savings Accounts Can Supercharge Your Tax Savingson May 9, 2024 at 8:00 am
Article Highlights: Health Savings Accounts Qualifications Tax Benefits As a Supplemental Retirement Plan Establishing and Contributing to an HSA Become Ineligible In the labyrinth of financial planning and tax-saving strategies, Health Savings […]
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Maximizing Benefits and Navigating Pitfalls: Understanding the Tax Implications of Inheriting or Receiving a Home as a Gifton May 7, 2024 at 8:00 am
Article Highlights: Gifting Considerationso Gift Tax Returno Gift Basiso Holding Periodo Home Sale Exclusiono Capital Gainso Special Considerations Inheritanceo Inherited Basiso Depreciation Reset Comparison A frequent question, and […]
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Video Tips: Careful Tossing Out Old Tax Recordson May 4, 2024 at 8:00 am
Now that April 15 has come and gone, taxpayers are wondering what old tax records can be discarded. There is no fixed timeline, as it depends on the type of records and whether there were any omissions on the related tax return.
