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- CPA Stewardship Services SM
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These services are a catalog of traditional and non-traditional
CPA
professional
services offered to seniors, families, and
individuals
with special needs, and small businesses. It may
broaden the
scope
of services from the Firm's three other
practice
areas.
- Consulting Services
-
Financial, estate, and retirement planning are areas
within the Firm's consultancy practice. We also can assist
our clients in evaluating and making determinations in such
areas as
business decisions and objectives, long-term care,
care directives, and
other
matters
needing input from an
independent and
objective professional.
- Financial Services
-
This service area focuses in on the monitoring and protection
of assets. The Firm provides family office,
bookkeeping and
accounting,
check writing, similar services within this
practice area.
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- Tax Services
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Individual
Trust & Estate
Gift
Small Business
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