Rochester   Office:

Voice:

 585-272-9870

Fax:

 585-272-0041

TDD:

 585-272-8251
Penn Yan Office:

Voice:

 315-536-9890

Fax:

 315-536-0234
   
 
Estate Administration
  Estate Administration Services include:
 
  • Estate Planning and Financial Model Projections
  • Assisting the Executor in the Day-to-Day Estate Transactions
  • Preparation of the Federal and State Estate Tax Returns
Litigation Support
  Providing Assistance and Analysis to Legal Council for:
 
  • Income Tax Audits
  • Bankruptcy Tax Matters
  • Business Valuations
  • Fraud Investigations
  • Estate Valuations
  • Divorce Actions
  • Transactional Analysis
Personal Planning 
  Planning Services and Preparation of Financial Projections for:
 
  • Income Tax Positions
  • Investment Results
  • Retirement Positions
  • Calculations of Required Distributions from Retirement Plans
  • College Funding
  • Wealth Accumulation

Individual Needs

Income Taxation
  Federal and all State Income Tax Compliance Work for:
 
  • Individuals
  • Partnerships
  • Trusts
  • Estates
  Income Tax Audit Representation
  Estate and Gift Tax Compliance
 
  • Federal
  • State
Liaisons with IRS & New York State
  Assistance in Resolving Disputes with Various Taxation Authorities