Accounting Services:

Income tax preparation including:

• Personal income taxes
• Corporate income taxes   
• Partnership income taxes
• LLC/LLP tax filings  
• Trust income taxes  
• Estate taxes   
• Gift tax returns    
• Family foundations tax filings
• Tax projections and planning  
• QuickBooks support   
• Quicken support  
• Payroll preparation – quarterly and annual filings   
• Choice of entity type for new businesses

Financial Planning Services:

• Estate and wealth transfer planning  
• Bill paying service
• Financial money management  
• Real estate consultng
  
• Insurance needs analysis  
• Portfolio review  
• Budgeting advice  
• Debt management and consolidation services  
• Retirement planning  
• Educational planning 

Litigation Support/Services for Law Firms:

• Expert witness  
• Tracking cash for embezzlement cases  
• Tracking cash for community vs. separate property  
• Tax projections for divorce cases   
• Trust accounting
• Accounting for Estates

​