At Stanfield + O’Dell, we go beyond tax preparation to help our clients and their families prepare for the future. We offer individuals and families with a variety of tax planning services including education tax planning, business succession, estate, trust, and retirement planning.

Stanfield + O’Dell has extensive experience helping families and individuals minimize their tax liability and can help you with all your tax planning and preparation needs. We can also help you anticipate how changes like marriage, the expansion of your family, changes in jobs or the effects of divorce or death can change your tax situation, and help you respond to those changes. We take the time to explain options carefully so that each of our clients has a clear picture of their financial standing.

We can assist you with your estate planning goals, whether your goals are transferring wealth to future generations or safeguarding assets for charitable intent. We will work with you, your family and other advisors to put your plan into action using tax-efficient vehicles that allow for maximum wealth preservation while minimizing external risks.

We also have excellent contacts for you if you need referrals to other professional service providers – attorneys, bankers, mortgage lenders, trust officers, and specialty financial service providers. Our goal is to make sure you have all the information and experts needed to make financial decisions that support you and your family.

Our services for individuals and families include:

  • Individual, and trust and estate income tax return preparation
  • IRS and state taxing authority representation
  • Gift tax return preparation
  • Strategic tax planning for individuals, estates and trusts
  • Personal financial statements
  • Succession planning
  • Insurance planning
  • Educational planning tax strategies
  • Retirement planning with tax-advantaged strategies
  • Estate and Trust planning
  • Philanthropy