Our goal is to be our client's trusted financial advisor providing outstanding service with professionalism, innovation and responsiveness. We are dedicated to offering personalized services in the following areas:



Our tax services exceed basic tax preparation. While tax compliance is vital, we are constantly working with our clients - business owners, high net worth individuals and fiduciaries - to develop and implement personalized tax strategies. As your trusted advisor, we can help you:

  • Develop and implement innovative tax planning techniques and strategies
  • Prepare tax projections
  • State tax liability study
  • Decipher new legislation
  • Representation before the IRS
  • Prepare Federal and State tax returns for corporations, partnerships, trusts/estates, foundations, and individuals

Many financial decisions are made from the basis of accounting records, thus the need for accurate records from which to base those decisions. We offer accounting services with an eye for efficiencies, processes, trends and guidance - not mere bookkeeping. We will assist clients with:

  • Initial client accounting system setup
  • Quickbooks setup, support and training (We are a Quickbooks Pro Advisor)
  • Fiduciary accounting
  • Accounting for family offices and investment LLCs
  • Periodic review of client accounting records
  • Forensic accounting

Not all estates/trusts are created equal, and should not be treated in a cookie cutter manner. We proactively work, often as the point person, with your team (financial advisor, attorney, investment advisor, and insurance agent) to develop and implement a plan that protects and preserves the assets you have worked so hard to achieve. Trust and estate laws can be complicated and confusing, so we can serve as trustee, co-trustee, executor and/or trust protector so you can be assured that everything is handled as you intended. We offer the following Trustee/Fiduciary services:

  • Estate planning, design and implementation
  • Serve as Trustee, Co-trustee, Executor and/or Trust Advisor
  • Prepare Fiduciary accounting for beneficiaries and courts
  • Prepare Federal Trust and Estate Tax Returns (Form 1041)
  • Prepare Federal Estate and Generation-Skipping Transfer Tax Return (Form 706)
  • Prepare Federal Gift Tax returns (Form 709)
  • Determine and evaluate estate/trust tax elections and options
  • Prepare State estate/trust tax filings
  • Trust and estate tax planning
  • Prepare Probate Inventory
  • Elder care services
  • Surviving spouse and beneficiary “hand-holding” to help them maneuver through the maze of decisions and steps following the death of a loved one.
  • Litigation support and expert witness decisions

Each business, industry and family have their own unique circumstances and issues. We at Felsing LLC become personally familiar with our client’s situation to assist in developing the strategic solution that works best for them. We work with our clients in the following areas:

  • Business entity selection
  • Business succession planning
  • Liaison with your team of financial advisors
  • Merger and acquisition planning
  • Retirement planning
  • Financing options and proposal reviews
  • Notary Public
  • Evaluate cost segregation study


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