Tax, Trust and Estate
Virtually every aspect of our business and personal lives has its own peculiar tax implications. Each situation must be carefully evaluated in order to assure that the client receives the most equitable and favorable tax treatment provided by law.
Professional tax services should not be confined to the preparation of basic tax returns. Our tax professionals recognize the importance of timely tax planning and, to that end, spend considerable time in tax research and strategy to create the most favorable tax environment for our clients. After working a lifetime to accumulate your wealth, why let the government be your beneficiary. Proper tax and estate planning ensures your wealth transfer goals and provides peace of mind.
- Business and Personal Income Tax Planning
- Preparation of Business, Trust Estate, and Individual Income Tax Returns
- Representation before IRS and State/Local Taxing Authorities
- IRS Ruling Requests
Please contact our Tax Partner, Marcia Geltman at firstname.lastname@example.org, regarding our tax services.