Tax Planning and Compliance

We offer full tax compliance service for individuals, trusts and estates. We have experience in complex tax matters, including multi-state returns, international tax issues, and working with federal and state tax officials to resolve audit and other tax issues. We go beyond tax return preparation by helping you minimize taxes through effective tax planning. We also consult with clients throughout the year on ways to take advantage of the ever-changing federal and state tax laws.

Investment Planning Services

Through our affiliate, Wealth Management Partners, LLC, we offer investment planning services. Working through an alliance with J.P. Morgan Securities, LLC, Wealth Management Partners, LLC can help you develop an investment plan, and provide access to independent professional money managers representing the full spectrum of investment alternatives. Call us for a free consultation.

Risk Management and Insurance Planning

Lee Spivey and Rob Lemonik are licensed Vermont insurance providers. Through independent insurance brokers, we can offer life insurance, annuities and long term care insurance to fit your specific needs. In addition, we are available to assist you in evaluating the adequacy of your current insurance policies.

Retirement Planning

As you plan for retirement, we can assist you by helping you determine what your financial needs will be during retirement, and helping you structure your retirement assets in a way that maximizes income and minimizes taxes.

Estate Planning

Effective estate planning means arranging one’s affairs to maximize financial well being for both the client and the client’s survivors. Working together with estate planning attorneys, we can help you devise an effective plan that meets your specific objectives.