Practice Areas

Major personal and business service areas


• Business advisory and consulting
• Tax planning and preparation 
• Estate and gift planning
• Trust and estate fiduciary services
• Succession and retirement planning
• Assurance
• Litigation support
• Payroll preparation and reporting 
• New business formation and choice of entity
• Financial statement preparation 
• Financial budgeting and forecasting
• Bank and other financing
• Cash flow management 
• Bookkeeping
• Elder care with financial matters including personal finance and bill paying
• Representation before the Internal Revenue Service and other tax authorities 

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