We help individuals plan for their financial futures. We counsel our clients to take a proactive approach to taxes and we assist in the tax-planning process year-round. We also advise clients on estates, trusts, wealth building and transfers.

Our tax services department prepares individuals and business tax returns, provides representation in tax audits and helps create tax-saving strategies for the future. We believe CPAs should not only have the technical ability to prepare tax compliance documents, but also have the communication skills to help clients understand numbers. It is vital for every client to have the necessary information to make educated decisions about their financial future.

We analyze individual and family financial situations and objectives and suggest options involving tax-advantaged trusts and estate planning. These may include living trusts, charitable remainder trusts, family limited partnerships, and irrevocable and revocable trusts. We work closely as a team with attorneys and other professionals to prepare the best plans for our clients and to minimize estate tax.

Vicenti, Lloyd & Stutzman has extensive experience preparing estate tax return filings and fiduciary income tax returns for estates and trusts. We also prepare accountings of trust activity for court approval and beneficiary reporting.

Our wealth building program makes sure that individuals get the maximum value from their assets. Working with a clientâs financial planner, we can help with tax-advantaged savings and investment strategies, and suggest ways to financially prepare for lifeâs major challenges and milestones. We also help our clients design ways to transfer wealth to following generations with our estate planning and business valuation services.