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| Professional Services Offered |
- Taxes: Preparation Filing, Review of self-prepared returns, Planning
- Individual
- Estates
- Small Corporation/Professional Corporation
- Simple Partnership (1-5 partners)
- 1031 Exchanges (Starker exchanges)
- Sales Taxes
- Non-Profit Filings
- Budgeting & Cash Flow
- Solar Electric Cost-Benefit Analysis
- Debt Management
- Assessment of Goals and Financial Planning for them
- Acquisitions (Home, Auto, Travel, Other Assets)
- Contributions
- Retirement
- Gifting & Estate Planning
- Education Planning
- Savings (529 Plans, Coverdell IRA, Other)
- FAFSA Applications
- Grants & Loans
- Financial Planning for Special Circumstances
- Birth/Adoption of Child
- Loss or Change of Job, Small Business Start-up
- Divorce or separation
- Special Needs Children & Adults
- Death of Spouse or close family member
- Financial windfall (inheritance, insurance settlement, lottery, stock option exercise)
- Financial devastation (disaster, legal judgment, disability)
- Analysis of Financial Situation in relation to personal Goals and Values
- Development of an Individual Financial Plan
- Ongoing Monitoring of an Existing Financial Plan
- Accounting & Bookkeeping
- For...
- Individuals
- Small Businesses (Sch C, Corporation, Partnership)
- Estates & Trusts
- Non-Profits
- Initial Set-Up of...
- Manual system
- Quicken, QuickBooks, accounts
- Training/assistance in use of accounting software
- Financial Statements
- for Personal Loans or Business Financing
- Net Worth (Balance Sheet)
- Income Statement (Income and Expenses)
- Cash Flow
- Investment Guidance
- Choosing a Brokerage
- Stocks - Guidance for self-selection
- Mutual Funds - guidance and account set up
- Appropriate diversification of existing and proposed investments
- I DO NOT offer advice about options, day-trading, long/short-trading, currencies or commodities trading
- Insurance Guidance
- What type of coverage do you need/ not need
- Appropriate coverage levels
- Use of annuities
- I DO NOT offer the insurance products themselves and have no vested interest in recommendations
- Limited Financial Power of Attorney
- For...
- Elderly
- Minors
- Incapacitated Individuals
- In capacities such as...
- Account set ups
- Transfers between accounts
- Disbursement management
- Medical billing recordkeeping
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