Trusts & Estates Services

(707) 588-9700

Trust & Estate Taxes & Accounting
Our staff has decades of experience in preparing Trust and Estate Tax Returns as well as assisting our clients and legal counsel. If you have a Trust or Estate matter to deal with, you need someone who has done a multitude of these returns to make sure you can minimize your taxes.
Estate Planning
If you're ready to start planning for your loved ones, you probably have plenty of questions. The good news is that we have answers. We stay current on tax law changes that affect estate planning and have developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client.