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Estate and Trust Services

Protect Your Estate and Trust

Our estate and trust services are designed to help you protect your wealth and transfer as much as possible to your beneficiaries. Let us prepare your estate and trust income tax returns and guide you through the complex process of getting your financial affairs in order, ensuring that your hard work over the years will help you positively impact those you care about the most.

Recent Articles

How to Prevent Tax Identity Theft

How to Prevent Tax Identity Theft

The start of a new year is a time for fresh starts and new goals, but it’s also the beginning of the oft-dreaded tax season, which means Tax identity thieves are on the lookout for information they can use in order to create fraudulent tax returns. Here are some tips...

Essential Year-End Tax Tips

Essential Year-End Tax Tips

As the clock winds down to the end of the year, there are a few last-minute money moves to make in order to lower your tax bill. Maximize Your 401(k) and HSA Contributions While tax deductible contributions can be made to traditional and Roth IRA accounts until April...

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Peter A. McAllister, CPA
Daniel L. Kittell, CPA
Stephen E. Reed

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