Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
- Estate & Trust Tax Preparation and Planning
- Tax Preparation & Planning
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Estate Planning
Proper estate planning includes maintaining control of your assets during your lifetime, planning for possible disability, and distributing your assets to whom you want, when you want and how you want at death. At Tartan Tax we focus on helping our clients achieve these goals in the most cost effective and tax advantaged manner possible.
Successful estate plans should have up-to-date planning documents and, while Tartan Tax does not provide legal advice or services, we have a vast network of estate planning attorneys that work with our clients to put the appropriate plans and documents in place. Our focus is on guiding our clients through the several complex issues surrounding the many areas of estate planning, putting them in a position to ask intelligent questions and make intelligent decisions on how to best protect what they’ve worked so hard to accumulate.
Most clients associate estate planning and asset protection simply with trusts. However, more basis areas need to be addressed as well:
- Comprehensive review of insurance needs, including Life, Long Term Care, Auto, Home and Personal Liability
- Gifting
- Proper Retitling of Assets
- Multi-Generational Planning, including Educating Grandchildren
Has your estate plan been reviewed and updated in the last few years? Sign up for our event!
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Call today to schedule an appointment!