Tax Returns

Secure Filing with Perfect Aim

Making Light Work of Complicated Tax Issues

Taxes can be burdensome and overwhelming. With our deep knowledge of the ever-changing tax code, and over 30 years of experience navigating its inscrutable course, we prepare returns with confidence, expertise, and accuracy. Our experience has afforded us a breadth of knowledge and insight.

We are well-versed in the intricacies of estates and trusts, the particular needs of high net worth tax payers, asset titling, and the nuances of generational planning. We pride ourselves on identifying issues before they become problems, and finding solutions where others haven’t thought to look. We’ve been making this journey for a long time, you can trust us to lead you where you need to go.

Filing Services We Provide

  • Individual Income Tax Returns

    IRS Form 1040 and related state returns

  • Fiduciary Income Tax Returns for Estates and Trusts

    IRS Form 1041 and related state returns

  • Charitable Remainder and Lead Trusts

    IRS Form 5227 and related state returns

  • Federal and State Estate Tax Returns

    IRS Form 706 and related state returns

  • Federal Gift Tax Returns

    IRS Form 709

  • Other Fiduciary Filings

    IRS Forms SS-4 and 56, Vermont Form E-2A

Secure File Sharing

If you wish to upload files, please contact our office and we will forward a link so they can be sent using our secure encryption service.