Tax Preparation and Planning Services*

At Barry Financial, we offer a wide range of tax preparation and planning services utilizing a team of in house and outside Certified Public Accountants and tax attorneys to service your needs.

For individuals, we offer consultation on income, estate and intangible tax saving strategies, planning for distributions from retirement plans, maximizing tax deductions and exemptions, leveraging the Generation Skipping Transfer Tax exemption and the use of life insurance to offset tax liabilities.

For businesses, we offer advice on establishing and administering qualified retirement plans, forming the business entity that meets your tax objectives, planning for distributions from corporations and partnerships and maximizing tax saving strategies available only to business entities.

*Please read the tax & investment disclaimer accessible on the home page