Additional Services
Additional “Done For You” Services Our Firm Provides
Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.
If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.
PREPARING FOR THE FUTURE
Income Planning
College Planning
Elder Care Planning
Estate Planning
The TAS: Another McMinnville Taxpayer Advocate
The new year should be a time of joy. It’s like a fresh start… for some.But if you’re facing tax problems, anxiety about money owed to the IRS, audit situations, etc. can overshadow the new year euphoria. Pile on that the impending reality of facing yet another year’s...
