We can use your tax return and other information to assist you with other financial matters.
Among the other services we provide are the following:
- Offer-In-Compromise services (Tax Resolution)
- Business problem solving
- Computer selection and use
- Business sales and acquisitions
- Lease-buy decisions
- Business expansion
- Real estate sales and acquisitions
- Projections, budgets, goals
- Retirement planning
- Equipment purchases and sales
- Office systems and controls
- Insurance review with your agent
- Pension and profit-sharing plan considerations
- Financial and estate planning
- Divorce tax planning
- Planning for education expenses
Please call us with your questions.
If you are in doubt as to whether we can assist with a particular problem, just give us a quick call. We do not charge for such calls. If we cannot help you, we can direct you to someone who can.