Services

Accounting Services

Cash Receipts & Disbursements
Personal Bill Payment
Insurance Analysis & Premium Payment
Property Tax Monitoring & Payment
Household Payroll Administration
Client Bookkeeping: General Ledger & Securities Ledger

Tax Services

Tax Forecasts and Planning
Tax Shelter Analysis
Tax Return Preparation & Filing
               Individual, Trust, Partnership, Estate, Gift & Payroll

Quarterly Estimated Tax Payments
IRS Correspondence
Audit Representation

Investment Management

Cash and Income Forecasts
Portfolio Management
Short Term Cash Management
Investment Counseling
Performance Measurement
Monitoring of Special Investments
Securities Safekeeping

Personal Services

Bank Account Maintenance
Contributions & Gifts
Counseling (budgets, purchases, household staff, etc.)
Trust Administration
Estate Planning & Administration

Reporting

Quarterly Investment Letter
Monthly Equity Strategy
Account Asset Listings and Transactions Reports
Quarterly Trust Distribution
Periodic Cash Reports
Annual Audit Reports
Legal Compliance Reports