Personal Financial Management:\n\nTargeted planning for specific goals\nAssistance in the selection of investment\nCollege planning\nRetirement planning\nMonitoring of plans and free "Check-ins"\n\n\n\nTax Service For Individuals:\n\nPreparation of indivdual, trust and estate tax returns\nTax forecasts\nNonfilers, offers in compromise, abatements\nRetirment and estate planning\n\n\n\nSmall...