Tax Preparation for Families & Individuals

Soderberg & Brenner understands that organizing and filing your taxes correctly and on time can be stressful. Our supportive and experienced team can help you avoid making costly errors. So relax and know that Soderberg & Brenner is just a click away!

Trust Services

Not sure if a trust is right for you and your family? Trusts come in many different forms and have many unique purposes.  Call us to help evaluate your financial situation and needs!

Soderberg & Brenner offers trust-related services including:

• Estate asset & liquidity analysis

• Family wealth transfers & charitable transfers

• Planning for asset protection

• Estate tax planning & preparation of estate tax returns.

Estate Planning

Without an estate plan you run the risk that your property and assets could be mismanaged or even lost.  We help our clients achieve their personal goals, while maximizing their economic interests and minimizing or deferring their tax obligations.

Services include:

• Estate asset and liquidity analysis

• Family wealth transfers

• Business succession planning

• Planning for asset protection

• Charitable transfers

• Federal estate tax planning and preparation of all types of estate tax returns.

Regardless of your net worth, it’s essential to have an estate plan in place. When it’s time to plan for your family’s future, contact Soderberg & Brenner.

Bill Paying Service

Sorting through the daily mail and paying bills in a timely manner can be difficult in our senior years, even in the best of circumstances.  When family members aren't able to perform daily tasks for a loved one, let us help provide peace of mind.  Soderberg & Brenner offers a bill paying service that can be customized to fit the level of assistance you need.

Soderberg & Brenner can help you:

• Pay monthly bills

• Reconcile bank accounts

• Generate activity reports

• Make bank deposits

• Sorting and organizing mail

• Other record keeping as needed