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Estate Planning

The assistance of an estate planning accountant is critical to a successful estate plan. Whether you already have a plan in place or if you are at the beginning stages of thinking about it, Dorsey Tax & Accounting is here for you. We can be the starting point for your planning discussions and work with you to assemble a team of experts to implement your estate plan.

Our Estate Planning Accountant Services

Dorsey Tax & Accounting works hand-in-hand with your trusted advisors on the tax aspects of estate and trust planning and administration. We are experienced in advising clients of all ages on planning for asset protection, health and long-term care, estate taxes, gift taxes, and income taxes.

It is important to start thinking about estate planning well in advance to make sure you’re on the right track when the time comes. Dorsey Tax & Accounting can simplify the complicated rules and regulations to make sure you feel confident in your decisions. Our estate planning services include:

  • Determining your estate planning goals
  • Recommending estate planning options
  • Wealth transfer consultation
  • Business succession advice
  • Strategies to minimize federal and state estate taxes
  • Preparation of trust and estate income tax returns
  • Preparation of a decedent’s income tax returns
  • Estate and trust accountings for surrogates court

Estate planning can give you peace of mind, knowing that your wishes for your finances will be respected. Our estate planning accountant will walk you through every step of the process, so you’ll know exactly what to expect.

New Business Formation

Small businesses often don’t have the time or resources to dedicate to doing all of their own accounting. Our firm can take some of the heavy lifting off of your plate.

Small Business Accounting

Small businesses often don’t have the time or resources to dedicate to doing all of their own accounting. Our firm can take some of the heavy lifting off of your plate.

Bookkeeping and Business Management

You can’t grow your business without accurate bookkeeping. We’ll keep you organized so you can focus on the road ahead.

Tax Planning

The best time to get ready for tax season is long before it starts. We can help you plan throughout the year to maximize your deductions and make the most financially efficient decisions for you or your business.

Tax Preparation

Tax laws can be confusing. Whether you own a business or are filing your individual taxes, we can help you prepare your tax return so you don’t pay a penny more than what you owe.

Tax Problems

There are a number of tax problems that an individual or business might run into due to incorrect filing or other mistakes. If you owe back taxes, are being audited, or owe a lot of money, you don’t have to face the IRS alone. We can help you deal with the issue at hand and get your financial future back on track.

Don’t let taxes add any stress to you or your business. Our tax accountant is an expert in tax laws and regulations, and our firm will make sure to do it right.

Call Us Today

Dorsey Tax & Accounting wants to make sure that your loved ones and your assets are protected when the time comes. Our estate planning accountant is here to help you ensure the best outcome for future generations. Fill out our contact form or call today for a consultation.

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