Individuals & Trusts

An essential area of our practice is providing value-added services relevant to the needs of individuals and trusts.

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.

Services Offered

Tax Services
  • 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

Questions? Contact us.

Individuals & Trusts Executive Team

Daria (Dee) D. Palaschak
Team Lead

Daria (Dee) D. Palaschak

Tax Partner
John J. Sieger

John J. Sieger

Tax Partner
Lisa D. Ewing

Lisa D. Ewing

Tax Manager
Megan E. Gess

Megan E. Gess

Tax Manager
Michelle N. Hammond

Michelle N. Hammond

Manager - Tax Administration
Dara E. Jones

Dara E. Jones

Tax Manager
Sara L. Sessi

Sara L. Sessi

Tax Manager
Sara M. Slack

Sara M. Slack

Tax Manager
Danelle L. Wagner

Danelle L. Wagner

Tax Manager
Rebecca L. Weisner

Rebecca L. Weisner

Tax Manager

Our goal is to be a strategic partner for our clients, and to look beyond the numbers in every engagement.  

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