Taxes, Wealth Transfer, Consulting

TAX PLANNING & PREPARATION

Tax Planning

For all types of Taxpayers

Individual Tax Return Preparation

Tax Return Preparation

Corporations, Partnerships, Trusts, Estates

Clergy & Missionaries

Specialize in the tax planning and tax return preparation needs for Ministers, Clergy and Missionaries stationed Stateside and Overseas

BUSINESS PLANNING

Business Succession Plans

Employee Benefit Plans

WEALTH TRANSFER STRATEGIES

CHURCH FINANCIAL SERVICES

Marvin is a former church business administrator

Church Payroll Reports

Gift Planning

Financial Planning for church members to support the ministry