PFS Tax
PFS Tax
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    • Personal/Fiduciary Tax
    • Business & Tax
    • Divorce Financial
  • Services & Fees
  • About Us
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PERSONAL & fiduciary TAX SERVICES

Personal & Fiduciary Tax Preparation & Planning

We provide comprehensive services to prepare and file your personal and fiduciary tax returns.  We also take into account any tax projection needs throughout the year to ensure that your liability is known before it is due. 


Personal Tax Preparation

Personal Tax Preparation

Personal Tax Preparation

We will prepare your federal and state tax returns, educate you about ways to improve your situation, and integrate the preparation with planning.

Tax Planning

Personal Tax Preparation

Personal Tax Preparation

We will make sure that you are aware of opportunities that can benefit your tax situation in the upcoming period. We will also guide you to ensure your tax payments are made on time.

Personal Budgeting

Personal Tax Preparation

Personal Budgeting

We will help you work on your cash flows, coupled with tax planning strategies, to greatly enhance your ability to build long term wealth. Walking ten miles always begins with one step.

Trust and Estate Services

Whether you are an executor/executrix, personal representative, trustee or agent, we work with you and your advisors to address the legal, tax and administrative considerations of settling an estate and transferring wealth.   Our personalized trust service strategy is applied to the revocable, irrevocable and charitable trusts that you may have, or we advise you to set up. Using our tailored strategy, we partner with you to create an appropriate program for your trust’s administrative needs. 

TRUST ACCOUNTING

TRUST DISTRIBUTIONS

TRUST DISTRIBUTIONS

 All assets, revenue, expenditures, distributions and sales are reflected in our trust analysis.

TRUST DISTRIBUTIONS

TRUST DISTRIBUTIONS

TRUST DISTRIBUTIONS

We help facilitate account distributions as requested, whether monthly, quarterly, or on demand. 

TAX COMPLIANCE

ESTATE SETTLEMENT

ESTATE SETTLEMENT

We advise on all tax compliance concerns, including what tax filings are required, estimated tax liability calculations, and tax authority correspondences for your trusts. 

ESTATE SETTLEMENT

ESTATE SETTLEMENT

ESTATE SETTLEMENT

Estate settlement is anything but simple.   Organizing financial documentation is overwhelming enough, but many estates have complex asset holdings, business interests, family trusts, real estate, and much more. We strive to help you navigate the complex maze of estate administration.

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Business Tax Services

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