Special Services for Seniors

• Retirement Planning
• Estate Planning
• Planning for Long Term Care
• Assistance with Household Bills & Insurance Claims
• We Make House Calls!

Experience Serving Overseas Workers

• Communication via Secure Web Portals
• Foreign Income Exclusion
• Foreign Housing Deduction
• Foreign Tax Credits
• We like e-mail and text messaging!

Making it Easy for Busy Young Professionals

• 24/7 Communication via Secure Web Portals
• Telephone Interviews
• 100% Electronic Tax Preparation
• We like e-mail and text messaging!