At W3, I focus on preparing federal, state, and local tax returns for trusts, estates, and individuals. My role involves close collaboration with clients’ attorneys, trustees, and executors to ensure all filings are handled accurately and in accordance with applicable laws.
When a loved one passes, I guide families through the complex process of managing the decedent’s assets, filing final tax returns, and overseeing distributions to beneficiaries. With over 20 years of experience, I’ve helped numerous clients navigate these sensitive situations with confidence—often identifying opportunities to save money through careful planning, analysis, and timing.
Providing clarity and support during such a difficult time is something I take great pride in. My goal is to ease the burden for our clients while ensuring every step is handled with professionalism and care.
