Individual Tax

Resources

Services

Individual, Estate & Gift Tax
  • Business Succession Planning
  • Community Property Divisions
  • Divorce Settlement Tax Analysis
  • Eldercare Planning
  • Estate & Gift Tax Planning
  • Expert Witness Reports
  • Family Gift Planning
  • Income Tax Projections
    • Individuals
    • Estates & Trusts
  • Tax and Financial Planning
    • Retirement Planning
    • Education Savings
    • Charitable Giving Strategies
    • Insurance Needs Evaluation
  • Tax Return Preparation (Federal & State)
    • Corporations (C Corp and S Corp)
    • Partnerships and LLCs
    • Individuals
    • Estates & Trusts
    • Gifts
    • Private Foundations
  • Tax Controversy
STEVE_AWALT

Steve Awalt

Tax Shareholder, CPA
sawalt@bvccpa.com
713-667-9147
BIO VCARDLINKEDIN

Kevin_Lovins

Kevin Lovins

Tax Shareholder, CPA 
klovins@bvccpa.com
713-353-1914
BIO VCARDLINKEDIN

CROP-BMCDONALD-5784

Bob McDonald

Tax Shareholder, CPA 
bmcdonald@bvccpa.com
713-353-1905
BIO VCARDLINKEDIN

Audit Overview

Fast Facts

  • One of the largest fiduciary (trust) income tax practices in the city
  • Specially trained professionals with professional designations such as Certified Exit Planning Advisors and Certified Fraud Examiners
  • Professionals with experience including Big 4 accounting firms, industry, and IRS
  • Our niche approach and the depth of our knowledge in individual, trust, estate and gift taxes distinguish us from other CPA firms in the state
  • Team members have years of experience in helping clients to focus on their financial dreams, set realistic goals, and select the strategies that are appropriate to each client’s situation
  • Briggs & Veselka partners with professionals in other service areas to provide our clients with a powerful advisory team
  • Compliance services include income tax returns for you, family members, your trusts and business entities; gift tax returns to report wealth transfers during your lifetime