schooner

MACDOUGALL FINANCIAL COUNSELING, LLC

TAX AND ESTATE PLANNING

 

 


     We consult with the tax firm of Stonemetz and Wilkins (Pittsburgh) on all tax matters and many of our clients use them for their annual returns. As Executors and Trustees, we have filed numerous Estate Tax Returns (Form 706) and are very cognizant of all the rules on Gifts and Estates. We offer detailed tax and estate planning advice and can work with your accountants and lawyers or bring our own to the table.

 

 

 

 

 

 

 

 

 

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