Tax:

• Planning (overall taxes, specific transactions and payments)
• Tax returns (including individual, corporate, partnership and trust)
• Property tax returns (business)

• Business advice (organization, operations and ownership changes)
• Support of business bookeeping function (including help with journal entries and closing of accounting periods)
• Payroll
• Retirement plan selection

• Overall review of financial status (net worth, tax rate, goals, obligations and priorities)
• Cash management (emergency fund, debt and credit cards)
• Savings plans for intermediate and long-term goals (retirement, college, car replacement, large/sporadic expenses)
• Investments (determine risk tolerance and time horizon; focus on diversification, tax efficiency and low expense)
• Taxes (tax return review and tax planning)
• Risk management (risk reduction, self-insurance, and insurance coverage needs analysis)
• Planning for transitions (retirement, divorce, employment changes, etc.; determine available resources and needs, prepare projection of expected cash flows, evaluate Social Security and pension alternatives and align investment strategy)
• Estate planning (generally define appropriate strategies)
• Other areas of concern (employee benefits, inter-generational family issues, etc.)