Logo GBJ

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

David H. Goodman
Director of Litigation and Business Valuation

Experience

Jonathan C. Ames
Manager

Experience

Leslie C. Gosule
Of Counsel

Experience

Related Blog
Articles

IRS WILL WAIVE PENALTIES FOR MANY INDIVIDUAL FILERS FOR 2018 RETURNS

WASHINGTON (Reuters) - The U.S. government tax agency said on Wednesday it would not impose penalties on many taxpayers who had too little federal income tax withheld from their pay last year, or who paid less than their estimated tax liabilities. In a