Individual taxation can be as complete as business taxation

  • We not only specialize in individual tax return preparation and planning but we also specialize in:
    • Estate & Trust Income Tax - Form 1041
    • Estate Income Tax - Form 706
    • Gift Tax - Form 709
  • Additional services we provide:
    • Estate tax minimization vs. Medicaid qualification
    • Electing optimal Social Security benefit payouts
    • Fixed income methods to meet retirement goals
    • Taking the Required Minimum Distribution at age 70 1/2
    • Inherited retirement calculations from spouse
    • Inherited retirement calculations from parents
    • Taxation of annuities and insurance products
    • Tracking income tax basis of assets to decrease capital gains
    • Maximizing the step-up in tax basis of assets at death
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