Taxes I provide the following tax services to individuals: tax planning, federal and state tax preparation, and standard and electronic tax filing. Financial Services I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future. Retirement Planning Most people who retire today will live at least 20 years after they stop working. Even if you are covered by Social Security and a company pension plan, you may not have enough to retire to live the lifestyle you desire. Do you know how much you need for retirement? Education Planning Funding your child's education may be one of the most important expenses you will face. A college education can greatly increase your child's earning potential over a lifetime. However, the longer you delay starting a college savings plan, the more money you may have to save. Although the most important considerations in choosing a college program are educational, there are financial ones as well. With my help, you and your family can help understand the costs of a college education and evaluate ways to help you start saving today. Legacy Planning Everyone should consider doing some estate planning, no matter how large or small your estate might be. However, estate planning can be a difficult process and can bring some emotional issues to light. Should you choose to put off proper planning now, it could cost your loved ones later. Estate taxes can devour the value of the estate that is intended for your heirs. Proper planning can eliminate this worry. I can help you develop a plan to maximize the amount you leave to your heirs and minimize the amount you leave to Uncle Sam. Additional Services Payroll services Business startup SIMPLEs Limited Liability Companies Business Tax Planning Roth IRAs Accounting services Life & Long Term Care Insurance Business consulting Business Federal and State Tax Preparation Standard Tax Filing Accounting consulting Payroll reporting Payroll registry Elder Care Budget and Accounting Management Electronic Tax Filing Corporations Business Audits Medical Health Savings Accounts Personal Bookkeeping Rollovers S-Corporations Individual Audits Payroll checkwriting Individual Tax Planning Estate and Gift Tax Planning Small business consulting Business Bookkeeping SEPs Individual Federal and State Tax Preparation Partnerships IRAs