PROFESSIONAL SERVICES
• Incorporations
• Business Setups
• Individual Tax Returns
• Partnerships and Corporations
• Estate and Gift Tax Returns
• Preparation of Financial Statements
• Payroll, Sales Tax and Bookkeeping Services
• Financial and Estate Planning
• Technology Consulting
• Litigation Support
• Forensic/Fraud Services
• Finders of Unclaimed Funds
• Limited Immigration Filings
SEE ADDITIONAL IRS SERVICES:
FINANCIAL AND ADVISORY SERVICES
• Financial Planning
• Money Management of Funds
• Mutual Funds
• 401Ks, 403Bs
• All types of IRA'S
• Keogh's SEP'S
• Mortgage and Brokerage Services
• Life, Accident, Health and Disability Insurance
• Plans for Individuals and Groups
CHURCH AND CLERGY COMPLIANCE
• Church Compliance Audits
• Incorporation of Churches and Ministries
• 501 (c)3 Exemption Filings
• 203 k Filings
• Financial and Estate Planning for Ministers
• Compensation and Retirement Plans
• Housing and Parsonage Allowance Arrangements
• Financial and Investment Seminars
Professional Service with a personal touch
SERVICES
CPA/PFS, RFC, CFP, CFE, CrFA, DABFA
• Member of the A.I.C.P.A
• Member of the N Y S S C P A
• Member of the National Society of Tax professionals
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