We understand that everyone’s personal financial situation is unique. We also know that you want someone you can trust to take the time to evaluate your current and future financial needs. At Sanford Baumeister & Frazier, you will find a trusted advisor who is committed to providing personal service and producing the highest quality work.
We are much more than a traditional tax preparer. By providing technical excellence and timely filings, along with innovative strategies to help you minimize your tax liability, SB&F strives to help preserve your wealth.
Our team of experienced professionals works closely with individuals and their families to provide comprehensive and inventive solutions that address their specific needs. SB&F will develop a customized, proactive approach to ensure that all your compliance and planning needs are met.
We offer the following services in a timely and accurate manner:
- Tax return preparation
- Income tax consulting and research
- Estate, trust and gift planning
- Family wealth planning
- Business succession planning
- Representation before the IRS and state taxing authorities
- Retirement planning
- Preparation of estate, trust and gift tax returns
- Business valuation and asset valuations
Contact Michaela Cromar today to develop you own personalized strategic tax plan to maximize your income and minimize your tax liabilities. Let us prove how solid advice and a dedicated team of professionals equal a winning approach for you!