TAX COMPLIANCE

Income Tax Preparation

  • 1040 Individual Tax Return

  • 1065 Partnership Tax Return

  • 1120 Corporation

  • 1120S S-Corporation

  • 990 Exempt Organization

TAX STRATEGY

Legacy Tax Planning

  • Legacy Plan Review

Estate Tax Planning

  • Estate Plan Review

Retirement Tax Planning

  • Retirement Plan Review

Life & Disability Tax Planning

  • Life & Disability Plan Review

Hospice & Home Care Tax Planning

  • Hospice & Home Care Plan Review

SWAY SUCCESS VFO NETWORK

CLARITY  | CONFIDENCE | COMMUNITY