Estate planning and tax return preparation constitutes much of the work I do.
I am a member of the American Association of Attorney-CPAs.
While most practitioners operate in the traditional historian mode, I utilize visionary tax planning capabilities to help you reduce your taxes and plan your estate.
My concentration is in estate and income tax planning for individuals and closely held corporations. I have extensive experience in wills and trusts, probate, tax return preparation and planning and representation of our clients before the Internal Revenue Service.
Through my affiliate, Offutt Barton Schlitt, I also provide our clients complementary services in accounting and cash flow management.
We are now part of Offutt, Barton, Schlitt CPAs
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