Tax Planning and Preparation
Income tax return preparation (1040, 1065, 1120 & 1120-S & Others)
Year-round tax planning to minimize liability
Strategies for tax-efficient investments, retirement, and estate planning
Investment Planning
Asset allocation and diversification strategies
Risk tolerance assessments
Evaluation of investment performance
Coordination with investment advisors
Retirement Planning
Retirement savings strategies (e.g., IRA, 401(k), SEP, SIMPLE)
Retirement income projections and withdrawals
Social Security optimization
Pension analysis
Estate and Gift Planning
Minimizing estate taxes
Trust and will reviews (in coordination with your estate attorney)
Charitable giving strategies
Gifting plans and annual exclusion use
Cash Flow and Budgeting
Household cash flow analysis
Budget creation and monitoring
Debt management strategies
Education Planning
College savings strategies (e.g., 529 plans)
Financial aid planning
Funding projections and timelines
Insurance and Risk Management
Life, disability, and long-term care insurance reviews
Property and casualty coverage analysis
Risk mitigation strategies
Business Financial Planning
Succession planning
Business valuation
Tax structuring
Retirement plans for business owners and employees