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• Family budget planning

• Computerized record keeping

• Personal financial statements

• Education planning

• FAFSA & college aid planning

• Assistance in completing FAFSA forms

• Special Needs Trust planning

• Elder Care

 

 

 

• Individual tax returns

• Multi-state tax returns

• Prior year tax returns

• Amended tax returns

• Tax planning and strategies

• Gift tax returns & related reporting

• Divorce strategies & tax planning

• Property Tax rebate forms

• Tax audits and appeals