TAX PLANNING AND SERVICES
Carol assists clients in articulating, quantifying, and prioritizing their financial goals. In addition to more than 30 years of tax accounting experience with individuals and businesses, she incorporates knowledge of securities and insurance issues in developing strategies for clients to identify and achieve optimal financial results. Whether creatively developing a model to effectively reduce a taxable estate or to maximize retirement years, Carol possesses both the detailed knowledge and the ability to assist clients in their decision making process and plan for the future.
With a strong background in personal and business taxation, Carol is known and respected for her collaborative, creative, and forward thinking approach to working with clients in the following areas of taxation:
. Individuals, including high net worth individuals and small business owners.
. Fiduciaries, including estates, trusts and gifts.
. Foundations and non-profits.
. Businesses, including corporations, partnerships, and limited liability companies.