Tax planning is a magnificent puzzle. I grew up doing hard and complex puzzles with my grandmother every year at the beach and I loved the challenge.

We take all of a client's pieces, the businesses, family, children, trusts, estates and look at all what we have to work with and weave together the best tax strategy for all of the pieces.  Sometimes we need to segregate out a business or add an entity, but we assenble the puzzle in to the best financial outcomes forthe overall financail wealth of a client  for both the short-term and the long-term.  

Diana Crawford CPA

Crawford Merritt & Company

www.cmccpas.com