Individual Needs
Income Taxation
Federal and all State Income Tax Compliance work for:
- Individuals
- Partnerships
- Trusts
- Estates
Income Tax Audit Representation
Estate and Gift Tax Compliance
Liaisons with IRS & New York State
Assistance in Resolving Disputes with Various Taxation Authorities
Estate Administration
Estate Administration Services include:
- Estate Planning and Financial Model Projections
- Assisting the Executor in the Day-to-Day Estate Transactions
- Preparation of the Federal and State Estate of Tax Returns
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Litigation Support
Providing Assistance and Analysis to Legal Council for:
- Income Tax Audits
- Bankruptcy Tax Matters
- Business Valuations
- Fraud Investigations
- Estate Valuations
- Divorce Actions
- Transactional Analysis
Personal Planning
Planning Services and Preparation of Financial Projections for:
- Income Tax Positions
- Investment Results
- Retirement Positions
- Calculations of Required Distributions from Retirement Plans
- College Funding
- Wealth Accumulation
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