Ø Individual and Business Tax Preparation
Ø Business Payroll Services
Ø Bookkeeping and Accounting for Businesses
Ø Quickbooks Training
Ø Budgeting and Bill Payment Services
Ø Assistance with 1031-TIC Tax Free Transfers of Investment Real Estate
Ø Tax Efficient Financial and Retirement Planning
Ø Estate Planning to Minimize Taxation
Ø Help with Early Distributions of Qualified Plans & IRAs using the IRS rules under 72(t)
Ø Medicaid Planning to help preserve your family's assets
Ø Tax Planning and Preparation with Traditional & ROTH IRA Contributions
Ø Assistance in completing their FAFSA forms and obtain the greatest amount of college financial aid