| For Personal |
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| Services for you and your family |
| We assist individuals and their families with a range of tax and
financial services. We prepare peronal tax returns, offer personal
tax planning, prepare personal net worth statements and assist you
in your interactions with banks, mortgage companies and other financial
institutions. We are also experienced with working closely with experts
in other areas, such as lawyers or insurance agents, whether they
are your current advisors or specialists that we can refer you to. |
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| Services for your future |
| In cooperation with lawyers, life insurance agents and trust officers,
Buckley Dodds provides estate-planning services. This assures you
the best over-all estate and tax planning advice. We prepare estate
tax returns together with estate documents, working closely with your
executors and other financial advisors. |