Individual Services |
We thrive on serving the needs of individuals and families. We want our clients to focus on achieving their dreams, and not worry about the tedious tasks of recordkeeping and tax compliance.
- Bill paying & bookkeeping
- Casualty losses
- Estate tax planning & preparation
- Home PC training & troubleshooting
- Home office setup & management
- Personal financial planning
- Senior services
- Tax planning & preparation
- Trust tax planning & preparation
Site Copywrited by Bloomer, Geri & Company © 1996-2008