Tax Planning

Tax planning is an integral part of your financial and retirement plan. Included in our tax planning services are the following:

  • income tax estimates for current and future years
  • strategies to minimize taxes in current and future years
  • strategy to withdraw from various investment vehicles in an optimal tax efficient manner

Tax Preparation

As a complement to our tax planning services, we also provide income tax preparation and other accounting services:

  • bookkeeping
  • personal tax returns
  • corporate tax returns
  • estate returns
  • trust returns
  • final return
  • U.S. returns

In addition, we review prior year tax returns for errors and will prepare the necessary adjustments.