Services for Individuals

Our Pittsburgh CPA firm offers a wide range of estate planning, accounting, tax and fiduciary services to individuals and families. As CPAs and consultants we understand how proper planning allows you to manage your wealth, anticipate problems, provide solutions and help control the future of your assets for yourself and your heirs.

Estate Planning

Our firm has expertise in assisting individuals and families with the development of their estate plans. Our primary emphasis is on helping the client transfer his wealth to those persons that he desires to benefit. We stress the accomplishment of such transfer with a minimum of tax consequences.

Tax Planning and Income Tax Preparation

We'll help ensure you pay the minimum amount of taxes possible through aggressive tax planning. In addition, we prepare tax federal and state tax returns for individuals, estates and trusts.

Wealth Management

Our CPA firm offers services that support the complex financial needs of high net worth individuals and families including investment strategy, tax planning, planned giving and other administrative tasks.