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Individual Services

barbara-cugini-servicesIncome Taxes:
Personal income tax returns prepared from the fairly basic to the very complex. Experienced in small business schedule C's, rental and royalty income, pass thru entities, retirement distributions and contributions, educational credits and savings, health savings accounts, residential foreclosures and much more. I am able to research and determine all tax aspects of your particular situation.

Financial Planning:
Help to determine your short-term and long-term goals and to create a plan to achieve those goals. This can include creating a budget, debt elimination, retirement and educational savings, general cash flow management, etc.