Trust Tax Conducting a comprehensive examination of the ways you earn income, your mix of investments, retirement plans, and estate planning goals. With a strategy in place, you will have peace of mind knowing that each return is prepared by our tax specialists with partner reviews.

Trust Tax

RFS and its certified Tax professionals are ready to leverage the collective century of experience of its principals obtained through service at large multinational accounting and tax firms, combined with the personal touch and attention to detail that only a small firm can provide.

In designing a tax plan for you and your family, we help you examine:

  • Charitable planning
  • Stock option planning
  • Utilization of deferred compensation arrangements
  • Income tax planning and compliance at all jurisdictional levels
  • Assistance with tax disputes and controversies

Our Qualifications

Our shareholders have over 160 years in public accounting, mostly served at large multinational firms. Altogether, twelve CPAs, one CFP, two Personal Financial Specialists ("PFS"), and one Chartered Financial Analyst. A diversified financial team qualified to assist any client, from partnerships to individuals to private foundations, with their tax, financial planning, asset management and investment and compliance needs.

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