Join us at the forefront.
When it comes to estate, gift and tax planning and compliance for individuals, we have laser focus. Our Tax Services Team is thoroughly trained in all aspects of individual tax, as well as estate, gift and trust accounting. We attend intensive updates each year to stay abreast of changes in both federal and state laws. Because we are always in the forefront, we are able to offer our clients the compliance and planning services designed to protect their assets while minimizing their tax burdens both now and well into the future.