At Fitzpatrick & Tucker we offer tax return preparation and planning for individuals, partnerships, corporations, non-profit organizations, trusts, and estates. Our professionals are also very skilled in dealing with various taxing authorities in order to provide the best representation possible for an audit.
Many businesses need reviewed or compiled financial statements to present to banks or investors. There are also many business decisions that have to be made on a daily basis such as choosing service providers or deciding if incorporating would be good for the business. We provide these services to meet the needs of our clients.
Having a QuickBooks ProAdvisor allows us to provide QuickBooks set-up, support, and maintenance for our business clients. Our professionals work closely with clients to make sure we meet their specific needs.
Estate & Trust Services
Estate planning is a very important element of your over all financial plan. We work with clients to have an estate plan that meets their individual needs. We follow this plan through trust formation, trust administration, and estate taxation.