Heights Financial Services - income tax, full service bookkeeping, electronic filing services

Estate & Retirement Consultation

One particular aspect of our business is that of estate tax and retirement planning.  We strive to listen to each individuals needs and desires and help them develop a plan that is most advantageous to them and their heirs.  In today’s tax law environment it is possible to transfer over $1,000,000.00 to individuals through filing of Gift Tax returns with no tax liability to either party while you are still living.