PROFESSIONAL SERVICES

 

Tax Preparation and Consulting Services

1. Business Entity Selection, Incorporation & Document Preparation
2. Residential & Non-Resident Tax Registration & Tax ID Numbers
3. Accounting, Bookkeeping and Write-Up Services
4. Tax Forms, Organizers & Publications
5. Tax Deduction
6. Income Taxes and Preparation
7. IRS, State or Local Tax Audit or Collection Representation
8. Not-for-Profit Formation, Accounting and Income Taxes
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. Long Term Planning
3. Why You Should Use Our Services
   a) Negotiable Instruments
   b) Mortgages
4. Insurance
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
16. Life Stages - Financial Guide

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. Elder Care Advance Planning
2. Estate, Gift & Trust Planning & Tax Preparation
3. Eldercare Planning
4. Complete Insurance Protection Package
5. Long-term Care Insurance
6. $ Monetary Services
7. Business Succession Planning
8. Business Restructuring, Mergers, Acquisitions & Business Sale
9. Insurance Monetary Services
10. Social Security, Medicare & Medicaid
11. Employment Ideas
12. International Taxation
13. Shield Assets From Creditors & Liability Lawsuits

Coordination of your entire Families Financial Future

Retirement Considerations

1. Cost of Living by State
2. Best Weather by State
3. Medical Rating by State
4. Home & Long-Term Care
5. Long-Term Care by State
6. LT Care Refund if Not Used
7. Medicaid Eligible & Penalties
8. Medicaid Defective Ins. Trust

Calculators

1. Financial Calculator
2. Cost of Living By State Calculator
3. Reverse Mortgage Calculator