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We Have 3 Areas Of Practice
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Tax Services for Individuals |
- Preparation of individual, trust and estate tax returns
- Audit and collections representation
- Nonfilers, offers in compromise, abatements
- Tax planning for short and long term
- Retirement and estate planning
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Small Business Consulting |
- Corporate, LLC and Partnership Tax Preparation
- Bookkeeping Services
- Quarterly or Semi-Annual Review services
- Succession Planning
- Acquisition or sale of a business
- Key Person Life Insurance
- Retirement plans for individuals and small businesses
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Personal Financial Management |
- Targeted planning for specific goals
- Assistance in the selection of investment vehicles
- Life Insurance and other retirement accounts
- College Planning
- Retirement Planning
- Goal setting
- Monitoring of plans and free "check ins"