Financial Services - Essex Junction, VT, US
Tax preparation for individuals, trusts, estates, and charitable foundations. As an Enrolled Agent, I am licensed to practice in all 50 states, the District of Columbia, and all U.S. territories.Representation in front of the Internal Revenue Service and state tax authorities. Assistance with trust and estate administration. Annual review of financial health, including retirement accounts, savings/investment accounts, and debts. Financial counseling for college, including assistance in completing financial aid forms. Speaking to groups regarding financial literacy, tax, and other tax-related topics
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