Welcome to our website. In addition to providing a profile of our firm and the services we provide, this website has been designed to offer helpful tools for our clients and visitors, like the informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). We have also gathered some links to other websites that might be of interest. (Click the Links tab).
Clients value our attention to detail and that our staff turnover is low, so the same person is handling your account every year.
We offer several services, including:
Tax planning and preparation
Private client and family office services
Estate and trust tax preparation and assistance with planning
Foreign trust and international services for families with connections to the U.S.
Assistance with alternative financing and private equity capital for entrepreneurs
Please feel free to contact us with any questions or comments you may have.
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To access My1040Data, click here.