Arizona and New Mexico Accounting Services
Tax accounting is often one of the biggest problems confronting people who are trying to meet their advanced estate planning goals. Unfortunately, too many estate plans are made in a vacuum, treating estate preservation separately from tax accounting and financial planning. At Morris Hall, PLLC, we give you the advantage of a complete team to work out the best strategies for your long-term asset allocation and asset protection needs. Morris Hall Accounting is a separate entity, staffed by CPAs.
Accounting Services That Are Specific to Your Unique Needs
We provide complete tax review and preparation services for our clients. By working closely with estate planning attorneys and licensed financial advisors, our accountants are able to see your complete tax picture. By including an Morris Hall certified public accountant on your estate planning team, we look beneath the surface in ways that other accounting firms don’t.
Your Morris Hall accountant will address complex planning issues, including:
- Ways to minimize business taxes for yourself and your beneficiaries
- 1065 partnership returns
- Tax benefits of a qualified personal residence trust (QPRT)
- Minimizing taxes through appropriate asset allocation
- Maximum benefits of charitable remainder trusts and family foundations
- 706 estate tax preparation and 709 gift tax returns
- Complex income tax returns
Our team is ready to sit down and chart out the most beneficial way to fund a living trust that will give you maximum preservation of assets. This includes reviewing the legal documents that you may already have in place. With our extensive knowledge of state and federal tax laws, we have the resources and experience to re-title assets and to help you determine the right advanced planning entity to make a significant difference in the retained value of your estate.
Arizona Accounting Services · Arizona Tax Accounting Lawyers
Contact us to arrange a consultation with an experienced CPA or estate planning attorney today. Our offices are located in Phoenix, Tucson, Albuquerque and communities throughout Arizona and New Mexico.
AAEPA · WealthCounsel · AV Rated* · CPAs · Licensed Financial Planners
*Martindale-Hubbell’s AV peer review rating is the highest-rated category an attorney can achieve in the areas of legal skills and ethical standards. AV is a registered certification mark of Reed Elsevier Properties, Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.