Specialized services

  • After death tax planning – Final personal, estate, and trust tax returns
  • Personal retirement planning
  • Tax planning and compliance
  • Estate, trust & gift planning, accounting, and administration
  • Divorce consultation
  • Canadian cross-border personal taxation
  • Income tax preparation: Federal, all states and Canada
  • All prior year income tax returns
  • Compiled, reviewed, and audited financial statement preparation
  • Corporate, partnership, LLC, and individual tax return preparation & planning
  • Non-profit accounting administration