Individual returns
Federal and state income-tax returns, including compensation, investments, business interests and related schedules.
Tax preparation
Individual, trust, estate and gift returns, with related entity work where needed. Preparation is available on its own; an ongoing advisory engagement is not required.
Returns and supporting work
Trust, estate and gift returns
Fiduciary, estate and gift tax work coordinated with the relevant trustees, executors and counsel.
Related entity work
Owner-only companies and family entities where their reporting is part of the agreed engagement.
Review and filing
Questions resolved with you, returns reviewed, and filing authorizations completed before submission.
What to have ready
Every client has a lead contact. We explain how to provide records and raise questions about your return. Each return or project begins with a signed engagement letter that sets the scope and fee. Preparation is available on its own; ongoing planning, scheduled reviews and broader coordination are separate services.
Your last filed returns are a useful starting point, along with the forms you expect this year and anything that has changed. Tell us about a sale, move, inheritance, new entity or other event that may affect the work.
You do not need to send confidential records with an initial inquiry. We arrange the appropriate secure channel after discussing the engagement.
Questions for the next year
A return may reveal a need to review withholding, estimated payments or a proposed transaction. We will discuss any additional planning work separately rather than assuming it is included.
Related reading
A mid-year tax review
What has happened this year, what is expected next and which tax-payment assumptions need another look.
Read the article