Our in-house tax professionals have decades of experience, prepare over a thousand returns each year, and work closely with our advisors to ensure tax management is integrated into our solutions.
Our Tax Services
- Tax Preparation – Our in-house team of tax experts prepare federal, state and local income tax returns for individuals, trusts, foundations, businesses, and partnerships. We also prepare gift and estate tax returns.
- Tax Compliance – Some of our clients employ household staff and our tax experts help them manage tax-related issues for these special employees.
- Bill Pay & Recordkeeping – To help simplify the lives of our busy clients, we offer a convenient bill paying service that ensures bills are paid in a timely manner.