Financially focused guidance and disciplined trust and estate tax compliance with a personal approach.
Laying a foundation for your legacy takes a lifetime. Whether you are building a business, raising a family or preparing for retirement, you can trust us for proactive, responsible stewardship and wise financial advice focused on your stage of life.
S.J. Gorowitz Accounting & Tax Services can engage with other financial and legal professionals involved in your estate planning to ensure that the right pieces are in place to secure the tax compliance and accounting components of your estate. In addition, we can help identify gaps in planning before they can become a problem, such as keeping beneficiary designations up to date and knowing where essential documents and records are located.
Trust & Estate Services
For those approaching estate planning with future generations in mind, we also design and maintain appropriate estate planning tools for extending the impact of their financial legacy, while minimizing the tax implications for heirs.
- Annual Gifting and Gift Tax Returns
- Charitable Foundations
- Charitable Remainder Trusts and Foundations
- Estate Tax Returns
- Family Limited Liability Companies
- Trust Tax Returns
- Special Needs Trusts
S.J. Gorowitz Accounting & Tax Services is a recognized, experienced authority in trust and estate issues. We build lasting relationships with our clients and know the right questions to ask to thoroughly understand your financial profile and goals.
With SJG, you can have confidence that your tax needs are covered when it comes to estate planning and inheritances.
You are disciplined. So are we.