Estate Planning
We coordinate estate and income tax planning and compliance with our sister firm, Maddox, Thomson & Associates. In addition, we coordinate with local expert estate and probate attorneys. We work with clients’ existing legal counsel and can also recommend an attorney for a client's particular circumstances and needs. Because of our extensive involvement in the planning process, we can help families with the transfer of financial resources and their administration to a surviving spouse or to the next generation.
Income Tax Planning & Compliance
We coordinate income tax planning and compliance with our sister firm, Maddox, Thomson & Associates. Maddox Thomson has been in business since 1985 and provides tax planning and compliance services for individuals, partnerships, small businesses, trusts, charitable organizations and other entities.