We are a full service law firm that provides experienced advice to individuals, executors, trustees, and businesses on a wide range of legal, tax, and financial issues.
We counsel our clients to handle complex legal, tax, and financial issues by offering a variety of services, including:
- Comprehensive legal, tax and financial planning advice;
- Estate planning advice, including wealth preservation opportunities, drafting of wills and the creation of trusts;
- General gift tax advice, including how gifts and charitable contributions can reduce income tax and estate tax burdens;
- Advice on the disposition of assets in order to minimize capital gains tax; and
- Tax return preparation for individuals, estates, trusts, and businesses.
For small business owners, we provide advice on how to streamline their business’ operations and finances, including cash flow management. Further, we help our clients develop strategic plans for long-term growth and establish formal business succession plans.
Comprehensive accounting and bookkeeping services are offered by our affiliate, The Carroll C.P.A. Firm, P.C. To request more information on those services, please send an email to firstname.lastname@example.org.