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Estate, Gift & Fiduciary Tax Services

Estate, Gift and Fiduciary Tax Services

Good estate planning includes researching and developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations. Our expert team helps individuals develop and implement trust and estate plans that enable them to achieve their financial goals. We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

  • Attorneys

    Our firm specializes in serving the accounting, tax and financial management needs of law firms and independent attorneys, enabling us to offer deep analysis and tax strategies to support your financial success...
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  • Chiropractors

    We are committed to helping you achieve financial success within your practice. Because our skilled professionals have years of experience providing tax, accounting and payroll services to chiropractors, we understand the challenges your industry faces...
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  • Veterinarians

    Our firm specializes in accounting services for the practice of veterinary medicine. You operate a medical office, hospital and pharmacy, and we support you with the industry-specific business expertise you require to run your practice...
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  • Dentists

    Our skilled professionals have years of experience providing accounting services to dental practitioners, so we are intimately familiar with your day-to-day operations...
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