Services

We serve our clients in the following specialties:

Taxation

Tax Return Preparation (1040, 1041, 1120, 1120S, 1065, 990, 706, 709, and payroll tax returns)

IRS Representation

Offer in Compromise

Tax Planning

Estate Planning

Trusts, Wills and Advance Directives

Estate Planning and Asset Protection Analysis and Implementation

Federal Estate Tax Planning

Business Succession Planning

Trust Accounting and Tax Preparation

Preparation of Federal Estate Tax returns

Business and Corporate Law

Business Planning

Formation of new LLC’s, Corporations, Not for Profits and Partnerships

Business Agreements and Contracts

Real Estate

Title Agent (performing real estate and mortgage closing services)

Title Search and Research

Real Estate Contract Work

Probate

All Probate Services including Full Administration, and other lesser levels of Probate services as needed

Service as Personal Representative

Miscellaneous

Notary Public

Bookkeeping and QuickBooks Training and Consultation