- Personal Tax Services
- Planning and preparation
- Tax minimization strategies
- Tax projections
- IRS audit representation
- Tax implications of financial decisions
- Personal financial planning
- Cash management and savings
- Investment strategy and policy
- College education funding
- Multi-generational estate planning
- Life insurance analysis
- Family and charitable gifting
- Business continuation and exit strategies
- Corporate Tax Services
- Planning and preparation
- Tax minimization strategies
- Tax projections
- IRS audit representation
- Entity structure selection
- Mergers and acquisitions analysis
- Restructuring and reorganization planning
- Buy / Sell analysis
- Liquidation and dissolutions
- Non-Profit Tax Returns
