Tax Compliance and Planning

Preparing tax returns is a “necessary evil” which should be handled by a trained professional. I have prepared individual, business, estate and gift tax, fiduciary, sales tax and not for profit returns over a more than 30 year period. My service includes the preparation of timely tax estimates and extensions and most importantly year end tax planning to mitigate your personal or business’s final tax liability.

  1. Preparing individual, business, estate and gift tax, fiduciary, sales tax and foundation returns.
  2. Preparing timely estimates and extensions.
  3. Year end tax planning to mitigate your or your business’ final tax liability.
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