LICENSED CPA FIRM | TRUSTED ACCOUNTING PROFESSIONALS
ely on our credible team of professionals to help you protect and safeguard the estate you have worked so hard your whole life to establish. Securing a proper estate plan will help protect your loved ones from the stress, problems, and high costs involved with probate court and will deliver clear instructions when you have passed. Or are you interested in making a gift and you are unsure whether you owe a tax on it? We help you determine whether you owe any taxes and file any necessary paperwork. Or maybe you are interested in arranging a trust? If set up incorrectly, it can cause you to lose any tax deferred benefits and require you to cash out the retirement accounts within 5 years and become subject to individual income tax rates.