Taxes matter. We have the knowledge and experience to advise individuals, families, and businesses in tax planning, compliance, and audit matters.
We frequently do the following:
- Advise on wealth transfer tax minimization
- Guide fiduciaries in the tax-efficient administration of trusts and estates
- Prepare estate and gift tax returns
- Prepare income tax returns for trusts and estates, as well as a decedent’s final individual return
- Negotiate with the I.R.S. in audits