Assure that your assets are divided correctly to your beneficiaries and protect them from any legal battles after your passing.
Tax Planning
With all of the changes to tax laws every year, it may seem impossible to get a realistic expectation of what you'll owe. Stop guessing on what is deductible and what isn't. Your CPA will get you on track to plan for tax season.
Advice and Research
Have a general question on your finances? We'll conduct the research and get you a qualified answer.
3, 30-minute Consults Per Year
Need to go more in-depth? Schedule a 1-on-1 consult with your CPA
Financial Document Examination
Confused on your financial documents? Have a CPA examine and explain it.
IRS Audit Support
Should you be audited or investigated by the IRS, your CPA will guide you. Limitations on hours do apply.
