Individual Services
Tax Services
- Income Tax Preparation and Filing
- Amending Prior Tax Returns
- IRS Resolution & Audit Support
- IRS Payment Plan
- Federal and State Correspondence
- Tax Planning and Projecting
- Estate Taxes and Planning
Consulting & Advisory Services
- Self-Employment Consulting
- Start-up Consulting
- Business Plan Development
Financial Advisory Services
- Comprehensive Financial Planning
- Tax-free Retirement Strategies
- College Savings Plans
- Rollover/Roth IRA