Personal Services
My work for individual clients involves much more than simply filing an annual tax return. I take the time to get to know you, your family, your goals and dreams.
Do you need to save for college tuition? Are you saving enough to ensure a comfortable retirement? Will you have a legacy to leave behind for your children and grandchildren? Would you like to expand your charitable and philanthropic giving? Will you have enough money to cover unforeseen medical bills? Will you finally be able to buy that boat you’ve always wanted?
By asking these and other questions, I can work with you to make strategic decisions that offer both short-term and long-term benefits.
Among the services I offer individual clients are:
Personal Income Taxes
I’ll keep you in compliance by preparing and filing all federal and state income tax returns including E-Filing. In addition, I can help with AMT planning, deduction consultation and IRS representation.
Estate Planning
You can’t take it with you. But you can keep more of it away from Uncle Sam. I’ll help you establish estate planning objectives, using proven and approved techniques to maximize your legacy.
Estate Tax Returns
Preparation of federal and state estate tax, gift and estate income tax returns including probate accounting.
Asset Protection
When the wolf is at the door, I can help with coordination and planning using proven creditor protection techniques.
Bankruptcy Planning & Advisement
Sometimes you just need to regroup and start over. I’ll help with pre-bankruptcy planning including coordination with bankruptcy attorneys, compliance with bankruptcy case management and post-filing strategies.
Coordinating Finances for Legal Purposes
Who’s got your back? Bob Coval does! I’ll help coordinate your team of financial planners and attorneys to make sure they work together toward pre-established goals and desires – yours, not theirs.
Links
Internal Revenue Service
Internal Revenue Service – tax forms
Yahoo Personal Finance
Google Finance
Financial Planning:
Lori Ulm
College Planners
Bankruptcy info:
Attorney Nina Parker
Attorney Timothy Mauser
Attorneys:
Bruce Bierhans
Jay Pabian
Cornell Law Bankruptcy Overview