Trust & Estate Tax Preparation

  • Income Tax Return Preparation
  • IRS Audit Representation
  • Estate & Trust Tax Return Preparation
  • IRS Representation
    • Collection Division
    • Installment Agreements and Offers in Compromise
  • Tax Planning and Advice
    • Preparing an income projection
    • Moving income and reducing taxes
    • Preserving exemptions and deductions
    • Maximizing retirement plan contributions
    • Protecting retirement benefits
    • Bunching deductions
    • Making the most of other deductions
    • Balancing gains and losses
    • Time income and lower taxes





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