Personal Tax & Estate

PKHB’s experience preparing personal tax returns matches or exceeds any other CPA firm in the Hudson Valley, and Capital Region. That experience means you can trust we have the expertise to handle even the most complicated tax and estate needs with professionalism and care.

You may need Financial Planning to ensure a secure future for yourself, your loved ones, or perhaps a small family business.

PKHB Estate and Trusts professionals have deep understanding of the laws governing inheritance and will make certain your assets are protected as they grow and pass to your heirs with minimum tax consequences.

Our Tax Planning and Preparation team will make your tax filings in a manner that is complete, accurate, minimizes your tax liability, and is easily defendable should an audit occur.

PKHB is knowledgable and pays attention to details with an open mind to your circumstances.