Individual Services Most individuals need help with tax planning during the year. They may also have questions about how to better manage their cash flow and plan for retirement. We will work with our clients to ensure that they can efficiently plan their tax and financial future. Form 1040 We will work with you to file the annual income tax return with the IRS and state. We will also assist you will calculation and filing of quarterly estimated taxes. Forms 1041 and 706 If you have a loved one that passes away, we will assist you with estate and trust tax filings. We can also help with conversion of assets to beneficiaries and gifting of assets. Foreign Tax If you have assets in a foreign country, you may need to report to IRS as part of 1040 filing and to Department of Treasury on a TDF form. If you have foreign income, we will work with you on reporting taxable income on Form 1040. Quicken Training Do you want to track your expenses and spend your money better? Quicken software is a great way to track your expenses and manage your household cash flow. We will help you implementation and usage of Quicken. Investment Tracking Do you want to track your investments from different brokerages in one place? We will help you with using Quicken software to actively monitor your investment performance. Net Worth Analysis We will work on a format customized to your financial situation, to track your assets and liablities. This is useful for retirement planning and loan purposes. Bill Payment Do you have a parent that needs help with bill payments on a regular basis? We will outline a plan to ensure that payments are being made timely.
