TAX SERVICES

• Income Tax Planning and Preparation - Throughout the year we work with clients to plan their tax strategy. We prepare a significant number of Federal income tax returns as well as income tax returns for many states. We take advantage of the latest computer technology to provide clients with the best products in the least amount of time. We have a reputation for timely and accurate service. Our policy is to not request extensions of time for filing returns if at all possible.

• Estate and Fiduciary Tax Return Preparation - A significant part of our tax practice involves the preparation of estate and inheritance tax returns. In addition, we prepare a significant number of fiduciary income tax returns for clients and bank trust departments. If you are an executor, trustee, or attorney with a need for timely and professional preparation of estate or fiduciary tax returns, call on us.

• Estate Tax Planning - We have extensive experience in estate planning. We work with experienced attorneys, bank trust departments and other professional advisors in developing a plan that minimizes estate and inheritance taxes, while achieving the client's objectives for family transfers. These techniques include the use of unified credit trusts (bypass trusts), qualified terminable interest trusts, irrevocable life insurance trusts, family limited partnerships, lifetime gifts, and charitable trusts.