Dowd, Whittaker & Associates
Knowledgeable. Responsive. Friendly. Dowd, Whittaker & Associates

Estate Planning

Many of our clients are concerned about the financial implications related to their estate and beneficiaries. Our goal is to provide objective, candid advice on ways to structure and manage estates. We'll work with you to ensure that tax burden and other financial issues are minimized for your loved ones.

For more information about our Estate Planning services, please contact us.




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Latest Tax News

The IRS recently announced that it has more than $2 billion in unclaimed refunds for tax year 2001 awaiting 1.7 million taxpayers who didn't file a 2001 tax return. According to the IRS, half of the non-filers would receive a refund of more than $484 if they just filed! To receive a refund for 2004 taxes you must file by April 15, 2008.


Upcoming Deadlines

April 15, 2008
Tax filing deadline. File today with Dowd, Whittaker & Associates.


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