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Service Descriptions and Benefits

Individual and Family Services

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Estate tax planning
Estate tax return preparations
Investment advice
Personal financial planning
Tax planning projections
Tax return preparation 		Definitions and Benefits of Other Services

Tax Services Page

Service Benefit Analysis

Service Service Description Primary Benefits
Estate tax planning Assistance with estate planning in order to reduce estate taxes. The service includes recommendations for planning lifetime transfers.
  • Lower estate taxes
  • Preserve wealth for future generations
  • Plan for the transfer of assets
  • Manage estate taxes
  • Prepare estate tax return
Estate tax return preparation Preparation of federal IRS Form 706.
  • Compliance with IRS filing requirements
  • Assistance with valuations
  • Convenience
Investment management and advice Provide clients with a planning and fee-based consultative approach to managing investments. Services are performed through our affiliate, AHP Financial Services, a Registered Investment Advisor associated with Raymond James Financial Services.
Personal financial planning (tax and wealth management) This service helps you meet your personal financial goals. If you don't know where to start, we can help. Some individuals require only straightforward advice about directions of their goals. Others value objective recommendations about integrated solutions such as tax planning, investment strategies, estate planning, investing for higher education or retirement. The focus is on you. See expanded description page
  • Improve personal wealth
  • Plan for retirement
  • Plan for children's college
  • Manage expenses
  • Investment advice
  • Prepare a personal financial plan
  • Consult with our affiliated registered investment advisor (AHP Financial Services)
Tax planning and  projections Tax planning typically takes two forms.
  1. Project your year-end tax liability based on expected annual income and deductions or based on "what if" scenarios for income and deductions. Using this information, we can advise you about how to adjust, if necessary, your estimated income tax payments or your wage withholdings.
  2. Advise you about the taxability or deductibility of transactions that you may be considering, but have not yet completed. For example, the purchase or sale of investments, a home, business, or tangible property has tax implications. We can advise you about the taxability of these matters so you can make informed decisions.

Tax planning is important to all individuals and organizations. While tax planning is the most beneficial during the year, another time to consider planning is during the time when you are having you annual tax return completed while issues may still be fresh in your mind.
  • Estimate annual income
  • Estimate annual expenses
  • Estimate annual tax liability
  • Structure taxable transactions to maximize allowable tax benefits
Tax return preparation Preparation of federal, state, local and out-of-state tax returns for individuals, partnerships, corporations, S-corporations, trusts, or estates. Services can also include preparation of children's returns, preparation of tax return extensions and computation of estimated tax payments.
  • Save taxpayer time
  • Avoid mistakes due to misunderstandings about how to fill out tax forms
  • Satisfy external (IRS) reporting requirements
  • See tax service definitions for expanded descriptions of specific tax return preparation services

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