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PRIVATE CLIENT TAX SERVICES

For individuals, families, trusts, estates, private foundations and non-profits:

  • Federal and multi-state individual tax preparation and planning
  • Tax return preparation for trusts, estates and family limited partnerships
  • Gift tax return preparation and planning
  • International tax services, including tax planning and compliance for
    U.S expatriates
  • Personal financial statements
  • Charitable giving strategies
  • Divorce taxation
  • Retirement planning
  • Bill-paying services

    Other Services > Closely Held Business Services Real Estate Services




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