Tax
Fay & Fay maintains a specialization in Tax to strengthen your position, provide the highest quality tax services and help you reduce your tax liability.
We have a comprehensive understanding of international, federal, state and local tax regulations. We work with you to ensure tax reporting obligations are met in an accurate and timely manner, and to minimize or defer the payment of taxes, thereby adding value to you or your company. Through the use of technology, we stay up-to-the-minute on tax law changes, and know how they affect you and your business.
We will discuss tax planning with you prior to the year-end and review tax law changes in order to maximize your tax saving opportunities.
Financial Planning
If your secure financial future is a top priority, it makes sense to develop an independent, objective plan of action. Fay & Fay will assist you in evaluating your current financial situation and to set a realistic course to meet short and long-term objectives. Fay & Fay will work with your Family Office, Wealth Manager to make sure these objects are full-filled.
Related financial & retirement planning services include:
- Financial Plan review
- Set your personal goals and objectives
- Monitor and adjust your estate plan as needed
- Minimize estate and other tax liabilities
- Maximize trust, gifting and planned giving benefits
- Plan efficient transfer of your assets
- Investment advisor review
- Determine insurance needs
- Trust and Estate Administration
- Charitable Giving
Trust & Estate
We pride our firm and professional staff on effective tax compliance to ensure that the decedent's final income tax returns relating to the estate and trust are prepared timely. We provide invaluable trust and estate expertise to handle all aspects of fiduciary compliance as well as sophisticated tax advice and representation in the traditional areas of generational wealth transfer planning, gifting and fiduciary tax accounting and tax preparation.