Tax Preparation and Accounting Services

Tax Preparation & Accounting

Properly executed financial plans require tax-efficient strategies, and may also require specific accounting strategies. As we handle your investments on a daily basis, and are involved in all aspects of your financial well-being, we have a seamless process to conduct your tax preparation and perform accounting services.

While proper tax planning is critical, just as important is the preparation of tax returns.

Our team of CPAs and Tax Preparation Specialists provide an array of tax and accounting services, including the streamlined completion of all federal, state and local tax returns. As your trusted financial partner, we are uniquely positioned to provide the best tax preparation experience available by simplifying data collection, incorporating ongoing tax planning and identifying financial planning opportunities. We continue to enhance our use of technology to make the completion of your tax return easier for you. Our tax preparation services include preparation of:

  • Individual returns for you and your dependents
  • Trusts
  • Private Foundations
  • Gift Tax 
  • Family Limited Partnerships (FLP) and Limited Liability Companies (LLC)


Our Accounting Services Include:

  •  Principal and income accounting for personal trust
  • Private Foundations
  • Family Limited Partnerships
  • Limited Liability Companies