Services — The Tax Group

Individual Tax Services

The Tax Group works with closely-held private owned business and high net worth individuals to implement tax reduction strategies and available credits, incentives and tax saving opportunities.

Strategic tax planning to minimize tax liability
Tax return preparation
Multi-state income tax review
Federal and state tax audit representation and resolution

Financial Planning Services

The Tax Group works with clients to create a plan that identifies their future needs and meets their financial goals.

Financial counseling
Financial budgeting
Retirement planning
Education funding
Insurance planning
Legacy planning
Succession Planning

Estate Planning Services

The Tax Group works to assist clients and their families with proper estate planning. We provide our clients with a comprehensive understanding of estate taxes and methods to preserve their estate for their heirs.

Estate tax return for estates and trusts (Form 706)
Income tax return for estates and trusts (Form 1041)
Gift tax returns (Form 709)
Wealth transfer planning
Charitable planning
Estate and trust administration

AdoptFund™, a specialized branch of The Tax Group, assists qualified adoptive parents, foster parents and grandparents as parents to maximize available tax credits and federal funds available to them.