All Individual Services
Control the future of your assets
Estate Planning
We develop comprehensive estate and trust plans that allow you to determine the handling of your estate and your beneficiaries upon your death.
Tax Planning and Income Tax Preparation
We prepare federal and state returns for individuals, estates, and trusts.
Family Office
Our CPA firm offers services that support the complex financial needs of high net worth individuals and families including investment strategy, tax planning, planned giving and other administrative tasks.
Other Services
All Individual Services
We offer a wide range of estate planning, accounting, tax, and fiduciary services to individuals and families.
All Attorney Services
We work with many attorneys to provide guidance that compliments the work that you're doing on behalf of your client.
Estate Planning
We help build a comprehensive estate plan that matches your priorities and preserves and protects your assets in the event that you are incapacitated or die.