Tax Planning

We support our clients by providing a full area of tax-related services.  Whether for the estates and trusts we administer or the individual client’s personal matters, our firm counsels, prepares, and handles all aspects of the following:

  • Ohio Estate Tax Returns
  • Federal Estate Tax Returns
  • Estate 1041 Income Tax Returns
  • Trust 1041 Income Tax Returns
  • Personal 1040 and Ohio Income Tax Returns
  • Gift Tax Returns