• Preparing and filing personal income tax returns
With software becoming less expensive and more intuitive and assistance more available than ever before, it seems personal income tax returns are far easier to prepare than they used to be. For the average personal tax return that is probably true, and the expectation that a professional can save enough tax to cover their fees is probably no longer realistic. However, for more complicated returns, the savings can still be substantial. We’re happy to discuss whether your return might warrant professional assistance.
• Preparing Testamentary and Inter-vivos trust income tax and information returns
I have always felt that it is an honor to be appointed as someone’s Executor. That person is saying that of all their family, friends and business acquaintances, they believe you are the best person they know to handle their final affairs in accordance with their wishes and in a fair manner in accordance with tax and other laws. It is indeed a high honor. However, there are a number of laws, rules, processes and filings to work your way through, and they are often complicated in both wording and process. It can take many hours to figure out, and, even after many hours of research, there is often guesswork as to what is required. Contact me for a brief no-fee initial discussion on the process and specific steps.
• Assistance with personal finance planning and budgeting and retirement planning
Proper plans result in better results, but plans need to be tailored to your situation. Contact me to review your plans or for a more general discussion.