Individual & Trust Tax Services

Individual & Trust Tax Compliance

We prepare individual and trust tax returns for our business owner clients, wealth management clients and other high net worth taxpayers. We take the time to understand your entire financial picture. This allows us to create a tax strategy that caters to your unique situation. The annual tax filing is the finished product designed from our collaborated efforts.

Individual & Trust Tax Planning

The timing and structure of transactions is crucial to minimizing taxes. When you have a significant transaction on the horizon, we help to coordinate the execution in a tax-efficient manner. With the goal of reducing income and estate taxes, we identify the appropriate trust structure based on your circumstances. We work closely with your estate attorney through the formation and administration process.

We also offer annual tax projection services in November and December. This allows you to see the current year tax impact before the year ends. We identify savings opportunities and run several alternatives to help weigh your options. This helps keep a tight grip on cash-flow and forces you to evaluate your current investment and tax strategies.

Here's what our clients have to say about us

David French and his team have been incredible to work with. I've used them now for three companies I've been a part of starting. His team is fast and efficient and above all else accurate and dependable. David makes himself readily available and has met every last second deadline I've thrown at him. In addition, his team is pro-active - always looking for ways to help us save money or get ahead of new policies, tax, and accounting changes. I can not recommend David enough, especially is you are start up. You have enough things to worry about - don't let accounting and tax work be one of them, call David French.

Jay ManickamHitch

David French is one of a kind. The service he provides to our family and our business is unquestionably the best possible. I cannot image trying to navigate the complexities of today's tax world without his consultation and guidance.

Chuck PhillipsElite Granite and Marble

I’ve been working with David to serve our mutual clients for several years now. As a corporate, securities, and tax attorney, it’s critical that my clients have skilled, diligent, and personable tax advisors and CPAs, not only skilled and knowledgeable with tax matters, but also business matters. David has consistently provided practical, cutting edge advice regarding both general and complex tax and business matters. He is a pleasure to work with and I highly recommend him and his team for your professional tax services.

Michael McGovernReiter, Brunel & Dunn, PLLC

If you'd like more information or would to like to set up an appointment, please give us a call or visit the contact form.

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