Including but not limited to:
- Individual Income Tax Return preparation and review
- Estate, Trust, and Gift Tax Return preparation and review
- Review prior year income tax returns to determine tax compliance
- Quarterly meetings to determine estimated income tax position
- Internal Revenue Code consultation and guidance for proper application of tax laws
- Personal Financial Planning and Tax Planning
- Retirement Planning review and consultation
- Tax Issues – IRS Notice and State Notice correspondence and resolution, Audit Representation, IRS Installment Payment Plans, Offer In Compromise