Licensed in New Jersey & Pennsylvania

Trust, Estate & Gift Planning, Tax Preparation & Accounting

• Estate & gift planning

• Family Limited Partnerships

• Gift Tax returns & related reporting

• Special Needs Trust planning

• Estate & trust tax reporting requirements

• Estate & trust accounting records

• Estate & trust tax returns

• Support services for law firms

   re: tax compliance and return preparation

Clients need trusted, competent advisors. Take advantage of our expertise.

New Jersey Society of Certified Public Accountants Pennsylvania Institute of Certified Public Accountants National Society of Accountants Burlington County Regional Chamber of Commerce
Moorestown Business Association
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