SERVICES
Barbara’s experience and areas of expertise include the following:
- Trust and Estate Administration
- Fiduciary and estate tax returns
- Court accountings
- Sub trust funding analysis/advice
- Tax Return Preparation
- Individuals
- Business entities
- LLC
- Partnerships
- Corporations
- Fiduciaries, estates
- Estate Tax Returns
- Gift Tax Returns
- Trust and estate fiduciary returns
- Charitable Remainder Trusts (CRT's)
- Nonprofit Consulting
- Year end closing assistance
- Cash flow and other advice
- Financial Consulting
- Tax projections and planning
- Cash flow and budgeting assistance
- Business Consulting
- Tax projections and planning
- Cash flow and budgeting assistance
- Entity choice analysis/advice