Tax Services
- Individual federal and state tax returns
- Federal and state estimates
- Projection of tax liability
- Tax planning
- Estate and gift tax returns
- PA inheritance tax returns
- Experience working with IRS and State Agencies to solve problems
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Personal Cash Management
- Preparation of checks
- Recording checks and deposits
- Filing paid bills
- Bank reconciliations
- Checkbook reconciliations
- Monthly report of receipts, disbursements and cash balances
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