|
|
 |
|
|
|
Tax Planning
and Return Preparation
|
A complete program of tax services for
individuals is available:
- Analysis of current tax status
- Evaluation of alternative tax
planning strategies
- Preparation of tax returns
- Representation before taxing
authorities
- Assistance in tax planning
|
|
Personal
Financial Planning
|
The Firm offers assistance to get the
most out of current and future income. We can assist in the
development, implementation and monitoring of financial plans
including:
- Assistance in defining personal
goals and objectives
- Analysis of cash receipts and cash
expenditures
- Evaluation of insurance needs
- Planning for retirement
- Assistance in planning for college
education needs
- Evaluation of estate planning
strategies
- Monitoring of financial goals and
objectives on a continuing basis
|
|
|
|
