Tax Services Offered: - Tax return preparation for individuals, corporations, partnerships, LLCs, trusts, estates and pension plans. (Multi state capability)
- Advance Planning Consultation to help clients develop tax minimization strategies for real estate, securities investment, inheritances, business entity formation and sales/purchases of business'.
- Gift, estate, payroll, excise and foreign taxes.
- Post mortem planning for estates and trusts.
- Represent clients before federal and state tax agencies.
- Electronic filing.
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| Business, Trusts and Estates - Develop entity formation strategies, ie., corporations, LLC,s, partnerships.
- Buy-Sell/succession strategies.
- Asset aquisition and disposition analysis.
- Loan application consultation.
- Provide assistance to clients settling estates.
- Sections 105 medical reimbursement and 125 cafeteria planning.
- HSA planning.
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| Retirement and Qualified Plans - IRA, SEP, Simple, Keogh, 401k, 403b, 457 and other qualified plan analysis, strategies and applications.
- Pension rollovers, custodial transfers and minimum distribution planning.
- Retirement strategies.
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| Real Estate - Rental property ownership and management counseling.
- Estate planning strategies.
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| ASK US ABOUT PERSONAL FINANCIAL PLANNING, INVESTMENTS AND INSURANCE PRODUCTS FOR LIFE, DISABILITY AND LONG TERM CARE CONCERNS |
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