Services

Personal & Family Services

  • Tax Planning and Preparation, all states
  • Tax Management
  • Consulting
  • Gift planning
  • Gift tax returns
  • Estate and Trust Tax Preparation and Planning
  • Household Employee Payroll Planning
  • IRS Problem Resolution, audits, levies

Referral Services

  • Personal Financial Planning
  • Retirement Planning
  • Wealth Preservation Concepts
  • Trust Creation and Planning
  • Probate and Estate Services
  • Legal Services for Businesses

Business Services

  • Income Tax Preparation and Planning
  • Sales and Use Tax
  • Retirement Plan Selection Options
  • Entity Selection
  • Business Start-up
  • Consultations with Business Owners
  • IRS Problem Resolution, audits, levies
  • Tax Exempt Reinstatement and Planning

Partnering Services

  • Combine Services to Simplify Client Experience
  • Contract Tax Services
  • Referral Source for Businesses
  • Tax Services to Employers as an Added Benefit to Employees