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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Gift and Estate Tax Primeron April 25, 2024 at 8:00 am
Article Highlights: Exclusions from Gift and Estate Taxes Annual Gift Tax Exclusion Gifts for Medical Expenses and Tuition Lifetime Exclusion from Gift and Estate Taxes Spousal Exclusion Portability Qualified Tuition Programs Basis of Gifts The tax […]
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Video Tips: Are You Ignoring Your Retirement Planning?on April 23, 2024 at 8:00 am
Some people ignore or put off planning for their future retirement needs. Although the retirement phase of life may seem to be far in the future, to retire comfortably, people should start planning for it early in life.
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Tax Facts about Claiming Tax Benefits for Childcare Expenseson April 23, 2024 at 8:00 am
Article Highlights: Credit For Childcare Credit Percentage Child Qualifications Employment-Related Expense Taxpayer Earnings Limits Full-Time-Student or Disabled Spouse Qualifying Care Other Facts and Issues Tactic for Maximizing Credit Many […]
