¬ Individual tax preparation and planning
o In most cases I will come to your home discuss your tax situation, review and pickup tax documents
o Returns will be reviewed with you prior to publication
o I will return the returns to you (including your tax documents) as well as specific filing instructions, estimates and copies of tax returns
¬ Business tax preparation (LLC, Partnerships, C & S Corporations, Sch C & E)
¬ Accounting services
¬ Operational consulting (business clients)
o Bookkeeping training and support throughout the year
o Cash flow planning
o Profit margin analysis
o Organizational structure and entity analysis
o Year-end tax planning
¬ Trust tax preparation
¬ Estate tax preparation
ϖ Clients (all services) are provided with telephone support for quick questions/issues without charge throughout the year
