Other Services - Get More Than a Tax Return!
We can use your tax return and other information to assist you with other financial matters.
More Services Jerry Provide:
- Business problem solving
- Computer selection and use
- Business sales and acquisitions
- Lease-buy decisions
- Business expansion
- Real estate sales and acquisitions
- Projections, budgets, goals
- Retirement planning
- Inventory control systems
- Equipment purchases and sales
- Office systems and controls
- Insurance review with your agent
- Pension and profit sharing plan considerations
- Financial and estate planning
- Divorce tax planning
- Planning for education expenses
- Business succession planning
- Due Diligence
- Mergers and Acquisitions
- Business Valuations
- Divorce Mediation
Please call the Tax Planning CPA with your questions.
If you are in doubt as to whether or not I can assist with a particular problem, just give me a quick call. I do not charge for an initial consultation. If I can't help you, perhaps I can direct you to someone who can.