Services for Individuals
Preparation and planning shaped around your return, your financial decisions, and the questions that arise throughout the year.
I prepare federal, state, and local income tax returns with careful attention to eligible deductions, credits, prior-year issues, and your broader financial situation — helping you avoid the common mistakes that cost the most.
Discuss this service →Estate matters affect everyone. I work with your legal counsel to structure your estate and trusts, keep filing requirements and longer-term tax considerations in view, and ease the transition for your heirs.
Discuss this service →I prepare IRS Form 709 and advise on taxable gifts, exclusions, exemptions, and reporting requirements — so you can transfer assets to your beneficiaries efficiently and in compliance with the rules.
Discuss this service →Year-round guidance that connects your personal and financial decisions to changing federal, state, and local tax rules — so opportunities to reduce your tax liability don't go unnoticed.
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