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Tax Planning, Tax Preparation & Financial Projections

  • We pride ourselves on being one of the most informed estate planning/CPA firms on Roth IRAs and Roth IRA conversions.  We offer analysis and recommendations for multiple year Roth IRA conversions.  Our long-term projections are informed by the combination of objective and situational factors specific to each individual.  We not only use Roth IRA conversion software to make our recommendations, but also actual tax preparation software so we can optimize results and test the impact of different courses of action.  We then recommend the best plan that is consistent with a client’s goals.  We offer our clients the option to be present when we “run the numbers” so they can understand what we did, as well as offer their own input and “what if” scenarios.
  • Our experienced in-house CPAs prepare individual and business tax forms, with a trained eye for reducing your taxes while keeping you out of trouble.
  • Our attorneys and CPAs work together to provide advice that makes sense for both tax purposes and for retirement and estate planning.
  • We also make spending recommendations on how much a client can safely afford to spend given the resources they have. 

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