-Skilled preparer of income tax returns for individuals, businesses, trusts, and estates
-Prepares income tax projections and plans for future events
-Prepares Forms 5500-SF and -EZ for Small Employee and One-Participant Benefit Plans (Defined
Contribution)
-Business consultation
-Resolves tax disputes at the federal, state, and local levels
-Advises on business sales and purchases
-Helps clients navigate the difficulties of estate probation and trust administration
-Offers bookkeeping services