Individuals, Trusts & Estates

 

 
 
BCS Tagline: Sensible Solutions. Superior Service.

At any level - federal, state, or local - our goal is to minimize your tax exposure and maintain your compliance with applicable tax laws and regulations. Our team is experienced in assisting clients with multi-state taxation matters, residency considerations, and income-sourcing. And we are always on the lookout for new opportunities to maximize deductions and minimize liability. At BCS, the tax planning and compliance services you receive are tailored to your unique needs.

We are accessible to our clients all year long, not just when it’s time to file a return. We can assist in calculating quarterly estimated income tax payments; navigating the tax implications of things like venture capital and private equity investments, wealth transfers, and inheritance; and, in the event of an audit by the IRS or a state tax authority, we’re here to help, no matter the season.

At BCS, we know “individual income tax” often encompasses more than your standard income. That’s why we’re also here to help with a number of related tax planning and compliance needs for trusts, estates, gift tax, and related consulting services.

 
 
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 Individual Services

 Trust, Legacy & Estate Services