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Tax Return Preparation
and Tax Planning
We prepare tax returns for individuals, trusts, estates, and small businesses.
We do tax planning to help you maximize cash flows, minimize unexpected results and to ensure compliance with tax laws.
Trusts and Estates
When a person dies their revocable trust becomes irrevocable.
The interplay between the decedent's final individual return, estate return and fiduciary trust/estate income tax return must be carefully understood with proper planning to achieve desired goals and avoid unnecessary taxes.
