We have both the expertise and experience to ensure that estate and gift taxes are properly considered as part of your overall tax plan, and that any estate tax returns are filed with complete accuracy.

Individual tax planning services include:

  • Estate and income tax planning and compliance
  • Preparation of all tax returns – individual, gift, estate, trust
  • Analysis of your current and future tax situation
  • Personal financial planning
  • Ongoing tax planning for estate, trust and beneficiaries
  • Cash flow reports and budgets
  • Audit representation
  • Account reconciliation with banks, investment brokers, etc.
  • Investment tracking for tax purposes and capital gains/losses
  • Planning for gift and estate taxes
  • Retirement planning
  • Succession planning
  • Philanthropic planning
  • Education planning
  • Purchases, sales and structuring
Contact us to Request a Consultation or call 214-696-1922 today to discuss your tax planning and preparation needs with a trusted CPA and financial advisor.