4400 E. Hwy 20, Suite 206
Niceville, FL 32578
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Taxation Law & Tax Return Preparation
- Internal Revenue Service Dispute Resolution
- Individual, Corporate, Estate and Trust Income Tax Returns
- Federal Estate Tax Returns
- Florida Tax Returns - sales and use, corporate and intangibles
- Bookkeeping Services
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Wills, Trusts & Estate Planning
- Revocable Trusts - A/B Trusts, Living Trusts, Family Trust, etc.
- Last Will and Testament
- Disability Planning Documents - Durable Power of Attorney, Designation of Health Care Surrogate, Living Will
- Irrevocable Life Insurance Trust
- Florida Intangible Tax Exempt Trust
- Charitable Planning - Charitable Remainder Trusts, Personal Residence Trusts, Grantor Retained Annuity Trusts, etc.
- Family Limited Liability Companies
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Corporate & Business Law
- General Corporate Counsel
- Creation of all corporate entities - C corporation, S corporation, limited liability company, general and limited partnerships
- Corporate Income Tax Returns
- Business Succession Planning and Buy-Sell Agreements
- Asset and Stock Purchase/Sale
- Corporate Reorganizations
- Bookkeeping Services
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Probate and Guardianships
- Florida Probate and Estate Administration
- Guardianship for the elderly and minors
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