You’re more than a tax return.
We’ll look beyond the numbers to the health of your business and personal finances. We’ll help you provide for the next generation, manage your taxes and plan for the future.
The gift tax exclusion is $5,250,000 through 2013. This can be a valuable estate planning tool. Gift money and property to your children or others up to that amount, without paying gift tax. We can tell you more.
Count on us for:
- Bottom-line accounting expertise
- Tax-saving insight and preparation
- Proactive financial planning
- Business consulting services, appraisals and audits