Individual Services

We provide a broad range of individual services.  Contact us today to learn how we can help.

• Income Tax Return Preparation – All Forms, States
• Trust & Estate Services
• Bank Loan Consulting and Bank Financing
• Personal Financial Statements
• Taxpayer Advocacy – Past Due Tax Issue Resolution & IRS Representation
• Retirement Planning
• Death Benefit Planning
• Tax Planning
• FAFSA and Education Financing and Planning