Individual Services

couple planning finances
  • Year Round Tax Planning & Analysis

  • Individual Tax Returns & Accompanying Schedules

  • State & Local Tax Returns

  • IRS Audit Representation & Delinquent Returns

  • Quarterly Estimated Taxes

  • Retirement Planning

  • Estate Planning

  • Elder Care Services

  • Education Planning

  • Personal Financial Statements

  • Budgeting & Financial Analysis

Business Services

business financial services

  • Accounting & Bookkeeping Services

  • Accounting Systems Implementation & Maintenance

  • QuickBooks® Consulting & Support

  • Compilations & Reviews

  • Payroll & Sales Tax

  • C Corporation, S Corporation, Partnership, LLC,
    Non-Profit Tax Returns & Accompanying Schedules

  • State & Local Tax Returns

  • International Taxation

  • Year Round Tax Planning & Analysis

  • Business Formation & Dissolution

  • Mergers, Acquisitions & Sales

  • Business Succession Planning

  • Employee Benefits & Retirement Plans Consulting

  • Cash Flow & Budgeting Analysis

  • Financing & Capital Structure Consulting

  • Non-Profit/501(c)(3) Application & Setup

Estate Planning & Trust Services

business financial services

  • Federal & State Estate Tax Returns

  • Gift Tax Returns

  • Generation Skipping Transfer Tax Returns

  • Decedent’s Final Income Tax Returns

  • Fiduciary Income Tax Returns

  • Trust Accounting & Taxation

  • Estate Liquidity Planning

  • Postmortem Planning

  • Estate & Trust Administrative Services

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Disclosures:

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Content, links, and some material within this website may have been created by Bluedomain for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.