Tax Compliance Services
- Individual income tax preparation
- Gift, estate, and trust tax preparation
- 1099 reporting and guidance
- IRS and State representation
Tax Planning & Strategy
- Clarification of tax laws and IRS regulations
- Income tax reduction strategies
- Quarterly and annual income projections
- Charitable giving strategies
- Intergenerational wealth transfer
- College education financing
- Estate and trust planning
Other Personal Services
- Government and defined benefit plan evaluation
- Social Security optimization
- Employee benefit reviews
- Medicare and Medicaid planning
- Review of estate planning documents
- Establishing beneficiary designations
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