Tax & Accounting Services

1. Business Entity Selection, Incorporation & Document Preparation
2. Residential & Non-Resident Tax Registration & Tax ID Numbers
3. Accounting Software Selection, Implementation, and Support
4. Accounting Services
5. Bookkeeping/Write-up
6. Income Taxes-Individual, Business, Not-for-Profit, Etc
7. Tax Advisory Services
8. IRS, State or Local Tax Audit or Collection Representation
9. International Taxation
10. Estate and Trust Planning and Tax Preparation
11. Improving Business Performance

 Risk & Financial Management

1. Employee Benefits, Pension & Profit-Sharing Plans (Planning & Implementation)
2. Financial and Retirement Planning
3. Investment Advisory Representative Services
   (Thru Genworth Financial Securities)
   A. Securities
   B. Annuities
   
4. Insurance
   A. Health Insurance
   B. Disability Insurance
   C. Life Insurance- Whole Life,Term, Universal Etc.
   D. Long-Term Health Care Insurance
   E. Home Owners Insurance
   F. Automobile Insurance
   G. Umbrella Liability Insurance
   H. Evaluating the Strength of Insurance Companies
5. How to Pay for a College Education
6. Mortgages and Home Equity Loans
   A. Real Estate & Home Loans
   B. Home Equity Loans
   C. Reverse Mortgages
7. Credit Card Planning
8. Getting Out Of Debt
9. Surviving a Financial Crisis
10. Business Restructuring
11. Bankruptcy
12. Other Borrowing Strategies
13. Divorce Planning
14. Succession Planning
15. Shield Assets From Creditors & Liability Lawsuits

Business Appraisal & Litigation Support

1. Business Appraisal (Valuation) for Various Purposes
2. Business Restructuring, Mergers, Acquisitions & Sale
3. Litigation Support and Forensic Accounting
4. Succession Planning
5. Divorce Planning & Business Appraisal (Valuation)
6. Estate & Trust Appraisal (Valuation)
7. Insurance Loss Claims Representation
8. Wrongful Death Claims Representation
9. Fraud & Misappropriation Investigation
   

Financial Statements and Business Loans

1. Business Loans
2. Debt & Financing Advise
3. Audits, Reviews & Compilations
4. Business Plans
5. Financial Projections & Forecasts
6. Business Appraisal, Litigation Support & Forensic Accounting
7. Disability Insurance

Elder Care & Estates

1. Preparation of a Financial Plan
2. Estate, Gift & Trust Planning & Tax Preparation
3. Eldercare Planning
4. Complete Insurance Protection Package
5. Long-term Care Insurance
6. Investment Advisory Representative Services
   (Thru Genworth Financial Securities)
7. Business Succession Planning
8. Business Restructuring, Mergers, Acquisitions & Business Sale
9. Annuities
10. Social Security, Medicare & Medicaid
11. Employment Ideas
12. International Taxation
13. Shield Assets From Creditors & Liability Lawsuits