Services for Individuals and More

I provide the following services for individuals:

-Individual Tax Planning and Return Preparation

-Gift/GST Tax Planning and Return Preparation

-Integrated Income and Estate Tax Planning

-Individual Financial Statements

For managing partners of FLP's:

-Non-operating Family Limited Partnership Tax Planning

-Financial Statements

-Income Tax Return Preparation

-Gift Tax Return Preparation

For conservators:

-Court Accounting Report for Conservatorships

-Individual Income Tax Returns

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