Tax Planning & Preparation

The professionals at FORUM Private Client Group understand the fast pace of your business and personal life.  We also understand that you don’t have the time necessary to deal with the complexity of your taxes.  To help, our experienced tax professionals can assist you with tax preparation needs.  Our team consists of certified public accountants that are knowledgeable of the ever changing tax laws and have the skills to deliver proactive advice to legitimately minimize your tax burden.  Initial consultations are always complimentary and fees are always quoted in advance.

A sample of some of the tax services available include:

• Federal and state tax dispute resolution
• Family wealth transfer planning and strategy
• Individual income tax returns
• Annual gift tax returns
• Corporate income tax returns
• Partnership returns
• Fiduciary returns
• Non-profit returns
• Tangible personal property returns

All personal information is held in the strictest of confidence as required by the CPA Code of Ethics.  The minimum annual fee is $250 for individuals and $500 for business entities.  For more information about the services provided by FORUM Private Client Group, please click here.

Not NCUA insured. May involve loss of principal. No credit union guarantee.