PERSONAL SERVICES

Our services for individuals and families include:

  • Budgeting
  • Credit Counseling
  • Financial Planning
  • Individual Tax Return Preparation
  • Trust/Estate Tax Return Preparation
  • All State Filings
  • Free E-file

 

Tax Problem Resolution Services

  • IRS/IDOR Installment Agreements
  • Penalty Abatement Requests
  • Offers In Compromise

 

Financial Planning

In light of the most recent downturn in the national economy, and as our economy continues to recover, it is more important than ever to plan for your financial needs and desires. We will plan out your financial road trip through life to guide you to a secure financial future.

Complete or Specialized Financial Plans, including planning for:

  • Financial Goals (ie: college, travel)
  • Risk
  • Investments
  • Tax
  • Retirement
  • Estate
  • Annual review and plan maintenance
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