Tax Return Preparation

As part of our effective tax planning services, we schedule projections throughout the year in order to forecast our clients’ tax returns before the tax year is finished. During these projection meetings, we present varying scenarios, which provide our clients with information to make informed business decisions. Our clients are better prepared to manage fluctuations in their business activity, retirement planning, and overall financial direction.

We prepare the following income tax returns:

Corporate
Estate
Fiduciary
Personal
Trust