Services for individual clients

Services for individual clients may include:

  • tax reducing strategies
  • executive coaching for planning and strategies for significant life events (business exploration, retirement, divorce, disability)
  • response to a tax examination notice
  • representation before the IRS and local tax authority
  • tax penalty abatement or reduction
  • investment analysis
  • accountant’s letters and opinions including third party verification of information
  • tax status verification
  • divorce recovery strategies
  • review of divorce settlement proposal for tax efficiency
  • social security planning
  • preparation of FAFSA financial aid forms
  • planning for data management and disaster recovery
  • transfer of important documents on a DVD for safe storage in a safe or bank safe deposit box
  • discussions with family members on financial issues
  • preparation of local, state and federal income tax returns

In many cases services may be provided under a modestly priced monthly subscription. Please note that these requirements apply for the lowest cost, most efficient service.