SERVICES
INDIVIDUAL TAX CLIENTS
Year-round, comprehensive planning and income tax projections.
Preparation and review of individual income tax return forms.
Monitor your total personal financial plan to be sure you are protected and guided.
We work with your attorney to analyze and summarize the financial aspects of your case.
Support before, during and after significant life-changing events.
Retirement Planning
Pre and post retirement analysis and guidance.
Trustee Services
Analysis and recommendations regarding the use of trusts.
Estate Planning
Protect your estate and ensure your families financial future.
Estate & Gift Tax Prep
Prepare and review estate & gift tax returns.
Transaction Advisory Services
Leveraging opportunities, balancing financial pros and cons.
Charitable
Giving
Strategies
Consider different strategies to optimize charitable giving.
Bankruptcy
Support and guidance through the bankruptcy process.
Loan Support Services
Provide financial statement guidance to qualify for a specific loan amount.