Tax & Estate Planning

reduce or eliminate estate taxes by planning ahead

The goal of estate tax planning is to transfer as much of your property with as little taxation as possible.  We offer tax guidance with short and long term goals so your beneficiaries keep more of the assets you leave to them.  

The successful approach to individual tax and estate planning requires highly trained and experienced tax professionals who are familiar with all aspects of a client’s business, his/her family and investment objectives, individual taxation, and estate planning. We look at the big picture, and then create estate plans and strategic income tax plans which take into account your situation.

We keep up to date on the changing estate tax laws to so you can reduce and even eliminate estate taxes by planning ahead.

contact us

Please contact us for an appointment to assess your business’ needs.  Accounting, bookkeeping, tax or business financial consulting.

  • (845)-382-9681