Individuals

Individuals and Family Groups
Our years of experience with complex tax issues combined with our ability to identify meaningful opportunities for wealthy individuals and their family entities helps to set us apart from other firms. Our clients include owners of closely held businesses as well as wealthy family groups with diverse family components. Our tax services include planning and compliance in the following areas:

  • Individual tax preparation
  • Limited liability companies and family limited partnerships
  • Estate and gift tax
  • Trust taxation
  • Alternative minimum tax planning
  • Elder Care planning
  • Private foundations
  • Philanthropic planning

Estate Planning
Ensuring proper estate planning involves much more than having an attorney look over your last will and testament. Planning to ensure that what you have worked hard for over the years will be distributed and looked after properly is paramount to ensuring your legacy. PFK Accounting Group makes sure you understand both the complex legal and tax issues ramifications in the estate planning process. Our services do not begin with the filing of the estate tax return. We work with clients to develop business succession plans, consult on personal financial planning, advise on medical and health insurance and structure the estate to minimize any tax liability.

Other
PFK Accounting Group also provides all other tax compliance services that may be required. We handle preparation and planning for trusts and non-profits. We also specialize in multi state taxation issues relating to income, sales, and payroll taxes as well as audit representation on your behalf for all tax matters.