Individual Services



Income Taxes

  • preparation of individual and fiduciary tax returns
  • multi-state tax returns
  • year-end tax planning
  • consultation on tax-law issues
  • representation before the IRS
  • litigation support
  • transfer tax – planning and consulting
Financial Planning
  • investment planning
  • retirement-plan options
  • real estate investment planning
  • evaluation of investment portfolio
  • estate planning
  • trust planning