Plymouth's Top Trust Planning Service

PSLZ was founded in 1961 and has been the premier provider of accounting and trust planning services in the Plymouth area. We are qualified to handle a variety of accounting, auditing, and taxation needs for our valued customers. Our top priority is providing all our clients with personalized service in order to help them achieve their individual goals. Our mission is to:
  • To meet the highest professional and ethical standards in both service and conduct
  • To give energy and time back to the communities from which we derive our business

Trust Planning

At PSLZ, we work closely with all our clients to secure the transfer of assets to their beneficiaries. We will also help you minimize the tax liabilities associated. Effective estate, trust and gift planning can provide financial security for loved ones, and we know how important that is. Our services include:
  • Business succession planning
  • Fiduciary services
  • Preparation of federal and state tax returns -- Forms 706, 709, 1041
  • Business valuations

Our range of services span from the traditional "write up" services on a monthly, quarterly or annual basis, to consulting on selection, implementation and support of integrated accounting solutions. For expert advice, contact us today to schedule a consultation.