Income and Estate Tax Planning and Preparation

Taxation Services Including Corporation, Partnership, and Income and Estate and Trust Tax Services

Here is an example of our expertise in estate and trust tax services: During our team’s investigation for an Estate Tax Analysis and Valuation, we discovered that there were two major issues that favorably impacted the estate’s valuation and the estate tax owed by the family of the deceased. The two issues related to owner’s compensation and a company debt owed to the deceased shareholder. Our analysis benefited the family by with a drop in their federal estate tax due by $120,000!