- Individual tax return preparation (Federal and State)
- Individual tax, estate, and investment planning
- Electronic filing (Federal and State)
- Responding to IRS and State tax audits
- Resolving long-standing tax delinquencies and other issues
- Corporate/business tax return preparation
- Strategies to help small and mid-size businesses grow and come into compliance
- Strategies for college savings, retirement, Government benefits, and general investment advice
- Explaining your benefits under the Affordable Care Act (Obamacare)