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Tax Services
- Tax Preparation (of course)
- Business and Individual
- Corporations and Partnerships
- Estate and Trust and Gift
- Special Needs
- Audit Representation
- Muli-State
- Financial Planning
Tax Services
- Tax Preparation (of course)
- Business and Individual
- Corporations and Partnerships
- Estate and Trust and Gift
- Special Needs
- Audit Representation
- Muli-State
- Financial Planning
Strategies
- Forecasts & Budgets
- Quarterly & Annual Estimate Planning
- Fiduciary Trustee Services
- Gift Utilization
- Donor Advised Funds / Qualified Charitable Distributions
- Legislation Updates
- Maximizing Deductions
- 529 Plan Evaluation
Bookkeeping
- Transaction Wrangling
- Reconciliation and Oversight
- Payroll Review
- Adjusting Journal Entries
- Set Up, Training, and Direction
Litigation
- Family Law
- Divorce Scenarios
- Business Partner Disagreements
- Expert Witness
- Unwinding Books & Records
- Misappropriation of Assets
- Risk Assessment
- Internal Controls
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