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