Estate and Trust Planning and Tax Preparation

 

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership.

Thomas E. Vineyard & Associates role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed.

Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

 
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OUR SERVICES

Thomas E. Vineyard & Associates provides a wide range of services to individuals and businesses in a variety of industries.

At Thomas E. Vineyard & Associates, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

ABOUT US

Thomas E. Vineyard & Associates is an accounting firm serving clients throughout Southern California, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

Thomas E. Vineyard is a California Certified Public Accountant practicing as a sole proprietor.  Since graduating from the University of Southern California he has spent more than 30 years assisting clients.

CONTACT US

72650 Fred Waring Dr., Ste 201
Palm Desert, CA 92260
(760) 346-9729
Fax: (760) 340-3384
accountants@vineyardcpa.com
https://tvineyardcpa.com

Opening Hours:

Mon - Fri: 7am - 10pm 

​​Saturday: 8am - 10pm ​

Sunday: Closed