Join our upcoming Ripple Event, Tax Updates 2025-26: Insights to Help You Plan, on November 18 at 4:30p.m. Register Here
We’re Your Estate & Trust Tax Partners
Whether your tax preparation needs are a one-time event or ongoing, we help you satisfy your responsbilities with peace of mind, freeing you to focus on what matters most.
We’re Your Number Translators
We translate the complexities of numbers, taxes, and accounting into meaningful information to help you make informed decisions and meet your financial responsibilities with confidence.
Look To Us As Your Number Translators
We’re more than tax preparers. We interpret the complexities of taxes into meaningful information to help you make informed decisions and meet your financial responsibilities with confidence.
Who We Work With
We collaborate with you as a personal representative and your advisors – financial planner, attorney, and other fiduciaries – so your tax strategy works seamlessly as part of your overall financial picture.
Meet a Few of Our Team Members
You’ll work with tax professionals who use their deep technical knowledge and care to help you fulfill your tax responsibilities.
Ralph Doggett, CFP®, EA
Senior Managing Director
Jonathan Larson, EA
Senior Tax Accountant
Randy Sprenger, EA
Estate & Trust Manager
Expertise You Can Count On
From satisfying one-time estate tax returns to navigating ongoing tax preparation for trusts, our team has the experience and knowledge to help you with accuracy and care.
