Estate, Trust and Gift Services


Planning for estates, trusts and gifts is no longer a concern for just the wealthy. A trust can give you the peace of mind of knowing that your wishes will be carried out without the need for probate. Alternatively, you may have been entrusted with the responsibility of serving as trustee of the family trust or executor of an estate through the passing of a parent. We can assist you in understanding

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Amended & Extended Tax Returns


Millions of American’s file amended or original tax returns after the tax deadline every year. Both are subject to different limitations and scenarios. Hopefully I can help explain both of them to you in order to make the process a little bit easier for you. Keep in mind that we have all of the tools to make filing your amended tax return, or a tax return following an extension, as easy as possible.

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