Personal Services:

            Personal Income tax planning

            Longer term income, estate tax planning, gifting

            College expense planning and funding

            Retirement planning and funding

            Debt counseling and management

 

Business Services:

_____ Financial Statements, Audits, Reviews or Compilations, including "Single Audits"

            Business Income Tax Planning

            Business diagnostic services, performance review

            Business valuation

            Business succession planning

            8(a) Application and compliance

            Buying or selling a business

            Debt management, financing, restructuring and consolidation

            Accounting or other software selection

            Technology assessment and recommendations

            Review of internal controls

            Cash flow management and planning

            Financial forecasts and projections

            Litigation support

            Quickbooks® and Masterbuilder® software consulting

            Other financial and accounting services

 

Other Services/Comments:                                                                                                                                                                                                                                                                                                                                                                                    

 

You may fax back this form to us at 349-4960 or call 522-3222 to contact us for a free half hour consultation regarding any services or questions that you may have.

 

Thank You, 

 

 

Alban and Company, CPA's, PC