Tax Planning and Compliance

 

Tax Preparation


Our many years of expertise in public accounting allow us to offer the very best in personal tax services tailored specifically to your needs.  Whether you choose to electronically or manually file your tax return, we will handle even the most minor details, taking the stress out of the tax season.  We offer federal and state income tax planning and preparation services to:

 

Custodial Services


A growing component of our practice is the provision of custodial services such as cash management, bill payment, financial consultation and record-keeping.  We provide such services to trusts, wealthy individuals, performing artists and the elderly, who lack the time, patience or ability to handle such meticulous tasks.