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Individual Tax Financial Services Division
TAX SERVICES

  • Preparation of federal and state (for all fifty states) individual tax returns

  • Tax planning

  • Assistance with resolving tax issues with IRS

  • Preparation of offers in compromise

    FINANCIAL SERVICES

  • Financial planning services designed to assist individuals and families with achieving life goals through more effective management of personal finances

  • Financial coach - We provide you with ongoing consultation and encouragement to facilitate accomplishment of financial goals