Serving Individuals, Estates & Trusts

• Individual tax planning and tax return preparation, including income taxes for other states.

• Representation before the taxing authorities.

• Retirement planning.

• Estate tax planning

• Working with other professional advisors, especially the client’s attorney, to devise the optimal plan that meets the personal and financial needs of the client.

• Preparation of Estate and Trust Income Tax Returns and Federal and State Estate and Gift Tax returns.

• Coordinating the tax and financial activities of the individual and his or her business.

• Estate Planning for US person owning Canadian property and Canadian person owning US property.

Home