Offering a robust line of productsto meet your personal and business needs
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We work with you one-on-one, sharing our knowledge and experience, delivering quality work, and developing lasting relationships that have our clients returning year after year. Every client’s situation is unique and we never forget that.
Our dedicated tax department monitors what’s going on in Washington throughout the year. We use tax strategies that take advantage of the latest laws and legislations. We have successfully built our practice by helping our clients lower their taxes, taking advantage of all deductions and credits available.
- Preparation of individual federal and state tax returns
- Analysis of the tax consequences of specific transactions, including recommendations and alternatives to achieve the best after-tax results
- Retirement planning
- Estate and gift returns and planning
- Valuation for estate, marital and probate matters
- Personal financial planning