Tax Services & 
Financial Planning

	Income Tax Planning and Preparation
	Wealth Accumulation Strategies
	Estate, Trust, and Gift Tax Planning
	Elder Care Consulting
	Retirement Planning
	IRS Audit Representation

Business Management
& Consultation

	Litigation Support
	Computer Systems Consulting
	Management and Outside Controller/ CFO Assistance
	Projections and Financial Analysis
	Debt and Equity Financing Assistance
	Business Valuations

Accounting & Business Services

	Compilation of Financial Statements
	Bookkeeping and Payroll
	Cost Control System Implementation

We have also included some tools that might be of assistance to you as you plan your financial future.  Please check out our Financial Calculator and Small Business Start-Up Kit download (links on the Resources page).