Individual Services

We are a multi disciplinary accounting firm, we specialise in the following individual services:

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Accounting Services

  • Financial Budgeting
  • Financial Forecasting
  • Financial Statements Preparation & Analysis

Tax Services

  • Income Tax Preparation & Filing
  • Amending Prior Tax Returns
  • IRS Resolution & Audit Support
  • IRS Payment Plan
  • Federal & State Correspondence
  • Tax Planning and Projecting
  • Electronic Filing
  • Tax Credits
  • Nanny Tax: Issuing Tax Documents
  • Trust and Estate Tax
  • International Tax Issues, Including FBAR
  • Multi-State Tax Returns

Consulting & Advisory Services

  • Self-Employment Consulting
  • Start-up Consulting
  • Business Plan Development
  • New Business Formation & Incorporation

Financial Advisory Services

  • Comprehensive Financial Planning
  • Investments
  • Asset Management
  • Tax-free Retirement Strategies
  • College Savings Plans
  • Rollover IRA
  • Roth IRA
  • Traditional IRA
  • Life Insurance
  • Variable & Fixed Annuities
  • Risk Analysis
  • Debt Analysis

Insurance

  • Health Insurance
  • Health Savings Accounts
  • Auto Insurance
  • Homeowner’s Insurance
  • Renter’s Insurance

 

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