Tax Compliance:
- Individual and gift tax returns
- Small Business tax returns
- Trust and estate income tax returns
Services
Representation before IRS and state tax authorities:
- Notice review and response
- Penalty assessments
- Audits
- Payment Negotiations
Financial Coaching and Assistance:
Services on an hourly basis to assist individuals transitioning to managing personal finances (i.e., recently graduated, divorced, widowed or coping with the disability of a spouse or family member)
Bookkeeping:
- Reviewing and paying household bills, budgeting, record keeping
- Monitoring receipts and disbursements
- Planning retirement account distributions
- Monitoring investment portfolio in conjunction with investment advisor
- Quickbooks
- Monthly, quarterly, annual financial statements