 | Perform audit of business financial records |
| Assist in choice of entity decisions |
| Assist in drafting shareholders' agreements |
| Prepare business tax returns |
| Assist in preparing a business success plan |
| Assist with establishing and administering retirement plans |
| Provide accounting services |
| Perform business valuation for buy/sell agreement, merger or
acquisition |
| Consult with the business regarding tax and financial matters |
| Assist with estate valuation estimates |
| Assist with estate tax planning |
| Assist in preparation of descriptive list |
| Assist in determination of distributions to beneficiaries |
| Perform audit of estate and fiduciary accounting |
| Prepare estate, inheritance and fiduciary tax returns |
| Represent the estate in examinations by taxing authorities |
| Prepare fiduciary accounting |
| Prepare personal financial statements |
| Assist in identifying investment goals |
| Assist in implementing investment strategies |
| Assist with individual and estate tax planning |
| Value closely held businesses |
| Assist in negotiating divorce property settlements |
| Provide tax advice related to proposed divorce property
settlements |
| Assist in identifying and tracing separate and community assets
for divorce property settlements |
