Corporate Tax Issues
Estate and Trust Tax Returns
Personal Tax Planning

 

We provide a full range of fiduciary tax planning services. Our experienced tax professionals assist our clients by analyzing accounts for tax compliance and preparing the required estate, inheritance, or other fiduciary tax returns. We work with our clients throughout the year to assist them with their tax compliance issues and administrative challenges, with the end goal of consistently providing accurate and timely filed returns.

 

Gregory J. Cagnassola, Chair

James P. Borgmann

Tracy O. Osborne, CPA