Certified Senior Advisor
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Accounting
Qualifications
CPA Qualifying Certificate
Certified Financial Planning certificate
Certified Senior Advisor
Services
Last Tax Returns Form 1041
Estate – Assist attorneys in gather and track data for estate. Forms 706, IT-R, IT-EST
Bookkeeping
Qualifications
QuickBooks – Desktop
Services
Tax Returns for seniors.
We give more control over your financial life by discussing, referring and implementing the appropriate wealth strategies.
Taxes
Qualifications
AFSP (by IRS)
Services
Tax planning for cyclical revenues.
Multi-family management.
