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Personal & Fiduciary Income Tax Planning & Preparation

We provide individuals and families with assistance in all aspects of personal and fiduciary income tax planning and preparation. Our breadth of experience and sensitivity to our clients' specific needs and circumstances gives them assurance that we can deliver personalized attention and quality service. Here's some of the areas we can assist you with:

  • Personal income taxes
  • Rental property
  • Single and multifamily homeowners
  • Sole proprietors
  • High income taxpayers
  • Complex investments (MLPs, LPs, trusts, and other entities)
  • Fiduciary income tax planning and preparation
  • Estate planning trusts
  • Elder Care trusts
  • Asset protection trusts
  • Special use trusts

To learn more, contact us.

Consult With Our Experts

James Sachetta
Associate Accountant

Experience

David R. Fletcher
Associate Accountant

Experience

David H. Goodman
Director of Litigation and Business Valuation

Experience

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Simplified filing for older individuals.

Tax filing for 65 and older taxpayers may be easier for tax returns to be filed for 2019 (April 15, 2020 due date).The Bipartisan Budget Act of 2018.the Bipartisan Budget Act of 2018 requires the IRS to publish a simplified income tax return des