We offer a broad spectrum of fiduciary services. Our goal is to assist you every step of the way in compliance with your fiduciary responsibilities. Whether it relates to estate or gift taxes, presenting court accountings, succession planning or preparation of complex fiduciary tax returns, our professionals have the knowledge and expertise to help make compliance easier. We believe in a ‘professional team’ approach. In addition to working directly with our clients, our experience includes working with attorneys, professional trustees and bank trust officers.
Range of Services
All types of fiduciary tax preparation
Judicial accountings and bookkeeping for guardianships
Estate and gift tax strategies
Review of trust documents and compliance
Extensive fiduciary administration services
Maintain accounting and other compliance information
Despite COVID-19 we are dedicated to our clients’ service
To contribute to the health and safety of both our staff and our clients, we are making changes due to the COVID-19 outbreak and will no longer be offering face-to-face client meetings, effective immediately. At this time, we would prefer to do as much as possible via email as that will be the most efficient way to reach us and urge our clients to work with us to find ways to avoid coming to our office. We have links in the menu above that enable you to submit files and payments directly to us. During this unprecedented period, we are striving to provide the highest level of professional service possible. Your business is important to us and we are monitoring email and voicemail regularly. We are conducting business as usual, so please reach out with your tax matters.