Advisory Services

John D. McPhee & Co. offers consulting services to law, accounting, financial planning, and brokerage firms regarding tax compliance and financial and estate planning.

What we can do for you:

• Provision of written tax research and analysis. 
  

• Preparation of income, gift and estate tax returns.
  

• Financial analysis of alternative financial and tax strategies.
  

• Preparation of financial and accounting reports for ongoing estate and trust administration.