Preparation of individual, corporate, partnership returns. Ongoing tax planning advice and strategies.
Monthly Reporting of income and expenses
Payment of bills, cash flow reports, establishing plans with creditors, assist in obtaining financial purchases (i.e. autos, home etc.)
Financial review of your current finances, Devise a financial plan, Budget for your future, Consult and advise on contract negotiations
Assist brokers to address your needs
Assist in estate and gift planning
Provide input to assist your investment advisors in structuring the best situation for you.