As a CPA, the client’s most trusted advisor, Laurie can work closely with attorneys, investment advisors, and insurance agents to meet the client’s goals.  These services fall into the following categories:

 

   Direct Financial Services

* Account for notes receivable (principal and interest)

* Ensure expected revenues are received

* Receive and coordinate check deposits

* Create amortization and receivable schedules

* Work with investment professionals and financial planners regarding goals, investments, and insurance needs

* Personal coordinator with regards to the activities of financial advisors, attorneys and other Certified Public Accountants

* Personal agent who attends meetings on client’s behalf

   Direct Tax-Related Services

* Participate in income, estate, and gift tax planning

* Gather data for income and gift tax return preparation

* Liaison with tax preparer in meeting tax deadlines

* Provide guidance in record-keeping requirements

* Coordinate tax return preparation for caregivers and household help

   Financial Assurance Services

* Review and report on financial transactions

* Provide information to responsible parties

* Review reports from fiduciaries

* Review investments and trust activity for reasonableness

* Review third party calculations for accuracy

   Estate Planning Services

* Work with attorneys to create an estate plan

* Review legal documents for accuracy of data

* Comply with estate plan as directed by attorney

* Coordinate payments related to estate plan

* Arrange for meetings  (time, place, agenda, and attendees )

* Interact with attorney to address client questions

* Communicate results of meetings and decisions

   Estate Administration Services

* Central point person to work with surviving family members, attorneys, executors, and other professionals

* Gather financial and non-financial information

* Work with other Certified Public Accountant in preparing final income tax return, estate tax returns, etc.