Tax & Estate Planning

Real Estate Investment Trusts:

Invest in large-scale, income producing real estate. REITs provides clients with the opportunity to earn a share of the income produced through commercial real estate ownership without actually having to go out and purchase their own.

- Diversification to Portfolios

- Risk Mitigation

 

Tax Preparation:

Receive personalized tax planning and preparation with our extensively experienced CPA.

- Individual to small and medium sized corporation preparation

- Tax Planning, Compilation, Review Services

- Bookkeeping

- Partnership and Trust Tax Returns

 

Roth IRA and Capital Gains Advising:

- Earnings, Distributions, Contributions

- Rollovers, Converting