Services for individual clients may include:
- tax reducing strategies
- planning and strategies for significant life events (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
Please note that these requirements for the lowest cost, most efficient service.