TAX PLANNING & RETURN PREPARATION

We provide our clients with a full range of legal, financial, estate and tax planning services. We assist individual, commercial and nonprofit clients with tax planning, including guidance regarding securities sales, deferred compensation, retirement plans, fundraising and philanthropy and, in addition, provide a full range of tax return preparation services. Our Trust Department is also responsible for preparation of income tax returns for trusts and estates and in many instances for their beneficiaries. The Department will also, when requested, pay client bills, make charitable gifts, attend to employment tax returns for household employees, monitor medical insurance reimbursement and pay estimated income tax payments.