You can conduct all of your tax services safely from the convenience of your home!
OTHER SERVICES
College Financial Aid Services
We help you...
- Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance. Or, if you're already a parent of a high school-aged, college-bound student, we help you pay for the high cost of college without spending your life savings or retirement money.
- Advise you on how to present your family and financial information so you don't lose out on possible financial aid.
- Recommend income and asset positioning strategies to possibly reduce your Expected Family Contribution (EFC) and increase your eligibility for financial aid.
- Help you select the colleges that will meet the highest amount of your financial need which could enable you to attend an expensive private university for less than a state school.
- Accurately complete the FAFSA, and assist you in completing the Stafford loan and PLUS loan applications.
- Verify the accuracy of your Student Aid Report (SAR) and help you leverage financial aid awarded at one college to get a better award at the college your student really wants to attend.
Estate Planning
We help you...
- Review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
- Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
Insurance & Protection
We help you...
- Protect your family in case something happens to you by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage.
Personal Financial Planning
We help you...
- Implement a comprehensive personal financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
- Start by completing a Household Budgeting Worksheet: https://na1.documents.adobe.com/public/esignWidget?wid=CBFCIBAA3AAABLblqZhD-YjDpZfumj47nAtKkQOrfXR1GR0c-VpTd9g53fb7hZOhHIBObS7I_nZnd0m78gv8*
Business Succession Planning
We help you...
- Keep it in the family. Are you going to pass the business on to your family or sell it to a third party? We help you weigh the advantages and disadvantages of each of these options.
- Determine who's going to run the business when you're gone. Management and ownership are not one and the same. You may decide to transfer management of your business to just one of your children but transfer equal shares of business ownership to all your children, whether they're actively involved in the business or not.
- Minimize the tax bite. The tax burden when transitioning a family business can be significant. The challenge is that a family business is not generally a liquid asset, but taxes are typically due when ownership is transferred.
- Make it fair. Transferring family ownership often adds tremendous stress to individual family members. We talk with each family member to ensure that they feel they are getting an equitable and fair share of the pie.
Call us now for your initial phone consultation from the comfort of your own home or office at
(301) 747-0489