Accounting & Tax Preparation Services:

Income tax preparation including:

• Personal income taxes
• Corporate income taxes   
• Partnership income taxes
• LLC/LLP tax filings  
• Trust income taxes  
• Estate taxes   
• Gift tax returns
• Oil & gas taxation    
• Family foundations tax filings
• Tax projections and planning  
• QuickBooks support   
• Quicken support
• 1031 Exchange advice​ 
• Choice of entity type for new businesses

Financial Planning Services:

• Estate and wealth transfer planning
• Financial money management  
• Real estate consulting
• Retirement planning  ​

Estate Services:

• Help family members in settling estates, including identifying assets & step up in basis of assets
• Prepare form 706, Estate tax return
  
• Prepare 1040 personal income tax return partial year in the year of death
  
• Prepare 1041 estate income tax return for the portion of the year after death
  

Litigation Support/Services for Law Firms:

• Trust accounting
• Accounting for Estates
• Expert witness  
• Tracking cash for embezzlement cases  
• Tracking cash for community vs. separate property  
• Tax projections for divorce cases

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