THE PERSONAL SERVICES DIVISION

Jacq Sr. is responsible for the Personal Services Division...his division prepares personal income taxes and provides personal financial planning, estate and divorce tax planning. Jacq Sr. has a professional business valuation designation: Certified Valuation Analyst (CVA) and a professional personal financial planning designation: Personal Financial Specialist (PFS).

The members of the Personal Services Division are available to our clients year-round. Their only job is to attend to the financial well being of our clients.

Our policy is to employ only full-time employees ... we do not use part-timers.

A sampling of our services:

• Personal Income Tax Preparation
• Personal Financial Planning
• Estate Tax Planning
• Estate Tax Preparation
• Planning for Trusts
• Trust Income Tax Preparation
• Estate Income Tax Preparation
• Gift Tax Planning
• Gift Tax Preparation
• Divorce Tax Planning
• Dealing with the IRS
• Dealing with States’ Tax Departments

We provide written estimates to our clients for the services that we provide ... we do not give verbal estimates.

Please call any of the members of the Personal Services Division and tell them your special request for services ... they will suggest what to do next.