Estates, Gifts & Trusts

Our firm is qualified to help individuals, families or organizations with their fiduciary financial and tax issues.

We consult with other professionals to correctly establish and guide the accounting and tax concerns of Estates and Trusts.

We can help you in a variety of ways, including:

Preparation of Estates, Gifts and Trusts tax returns.
Tax planning and consulting, to assist in asset protection and minimization of taxes.
- Does the estate plan take all future taxes into consideration?
- Does the estate plan reserve funds to pay taxes?
- What part should gifting play?
- Is the plan up to date with regard to beneficiaries and current legal requirements?
Financial planning to preserve wealth and provide for loved ones

Our "Latest News" tab is designed to keep You, your family and your business up to date on all the important accounting changes, tax issues and current events that could impact the future. Please also check out our twitter page @gregssimpson to learn more or ask questions.

Click Here for Latest News

Latest News

Our website would not be complete without offering our clients and prospective clients "tools and resources" to assist them in making better accounting and tax decisions. One of the specialized resources we offer, includes the "Learn It" articles, Where we pick a topic related to accounting or taxes once a week and summarize it

Click Here for Client Resources

Client Resources

We want to provide helpful information to common events that take place during specific seasons. If you're thinking about buying a summer cottage, improving your primary residence or just granting your children's wish to attend summer camp; we might be able to help! To learn more about seasonal changes including if tax laws have changed on second-homes or if summer camp cost can be deducted from income

Click Here for Seasonal Info.

Seasonal Info