Individuals and Trusts

Individuals and Trusts

An essential area of our practice is providing value-added services relevant to the needs of individuals and trusts. While we find solutions to tax issues designed to minimize the tax burdens of our clients, the scope of our practice goes far beyond the preparation of tax returns. Sisterson offers an array of services catered toward individuals and trusts including: retirement planning options, educational tax planning and business succession planning. We will also work collaboratively with your other advisors to address any and all potential concerns. Our approach is based on the particular needs and risk assessments of each individual client. Sisterson's clients receive a high level of personalized service and responsiveness from partners and dedicated employees.

Sisterson combines the needs and well-being of our clients with a relationship-driven approach to deliver excellent service. Our expertise lies in sophisticated and complex tax issues. We strive to understand our clients' goals to provide the best tax planning solutions. Our goal is to not only ensure your current financial position, but to enhance it now and for generations to come.

Contact us if you have a need; we will let you know if we can help

  • Tax Compliance
  • Family Limited Partnerships (FLP)
  • Passive Activity and At-Risk Loss Limitation Planning
  • Alternative Minimum Tax (AMT)
  • Tax Planning and Compliance for Complex Trusts
  • Tax Examinations

The professionals at Sisterson prepare tax returns for high net worth and high net income individuals and trusts. Founded in 1926, we have been preparing individual tax returns for over 90 years.

Individuals and Trusts Practice

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