tax planning for individuals

At Grossman St. Amour CPAs, we provide financial and tax forecasts and projections for individual and sole proprietor tax planning. We are skilled in determining financial outcomes based on individual circumstances and related tax implications. Our firm provides consultations that guide you in the best possible direction. We can help you evaluate the viability of any financing or savings plan you may be considering.

We can also assist you with creating strategies for the transfer of wealth, beginning with lifetime gifting and continuing through pre and post mortem distribution. We assist executors and trustees with the administration of estates and trusts from inception to termination. Our firm also handles the preparation of estate and generation-skipping transfer tax returns, gift tax returns, estate and trust fiduciary income tax returns and representation during IRS and state audit examinations and disputes.

To obtain more information on how Grossman St. Amour CPAs can assist you with Tax Planning for Individuals please contact: