Personal & Estate/Trust Solutions

Small & Associates is a trusted advisor that will alleviate the undue stress caused by tax planning and preparation.  Improve your family’s financial future through proactive planning of life event situations, realize your business potential and minimize your family’s future tax burden through estate planning.  Our services to individuals, families estates and trusts include:

Tax Services

  • Tax return preparation
  • IRS resolution services
  • Research & planning
  • Amended returns

Life Event Services

  • Education planning for children
  • Elder care planning and management
  • Retirement planning
  • Marital and divorce tax issues

Real Estate

  • Home purchase
  • Rental investments

Closely Held Businesses

  • Franchise evaluations
  • Loan applications
  • Sole proprietorships
  • Startup assistance
  • Succession planning

Estate, Trust & Gifting

  • ·       Tax planning & returns
  • ·       Inheritance taxes

Small & Associates services are customized to the client's situations and requirements.  Please contact us for a no-obligation no-fee introductory discussion and evaluation.