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Tax Planning & Preparation

Get the Solid Tax & Financial Strategies You Need to Plan for the Future
We Offer a Broad Range of Services to Accomplish Your Personal Goals

  • Tax Planning and Preparation
  • Retirement Planning
  • Trust Planning and Compliance

TAX PLANNING AND PREPARATION

Because each family faces a unique set of circumstances, you need advisors that understand your goals and objectives. We offer a tailored approach to serving your needs with our Partner-Lead Client Service Team. Murrill|Gerbino maintains a personal level of communication with you and actively oversees all aspects of your accounting needs at all times. Other members of your service team become familiar with your business and personal situation. This assures there is always someone available that is familiar with your situation and can assist you when needed.

TYPES OF TAX RETURNS WE PREPARE

Murrill | Gerbino prepares all types of tax returns with the client in mind, making sure they pay no more tax than is necessary. Throughout the year, we monitor tax law revisions and discuss with you the changes that pertain to your situation. Because of our personal level of communication and on-going relationship, we are able to advise you of tax strategies. Our team has extensive experience and expertise in the following areas:

  • Individual Tax Returns
  • Corporate Tax Returns
  • LLC Tax Returns
  • Partnership Tax Returns
  • Estate Tax Returns
  • Trust Tax Returns
  • Gift Returns
  • Foundation Tax Returns
  • Other Tax Returns

Contact Murrill | Gerbino for financial peace of mind, today. Call 858.455.5400 or fill out this simple form.