Business Management: -Bookkeeping and financial record keeping -Tax planning and compliance -Trust and Estate planning -Wealth Transfer planning -Succession planning -Budgeting -Bill payment -Investment guidance -Retirement planning -Much more Private Client Services: -Income Tax Planning and Preparation -Trusts and Estate Planning -Asset Acquisition -Bill Payments -Charitable Contribution Management -Life Insurance and Future Planning -Much more Privately Held Companies: -Preparation of tax returns for: S-Corporations, LLCs, LLPs, etc. -Tax structuring, restructuring, buying or selling a business -Tax Accounting Methods and Periods -Tax Planning on State and Local Issues -Consult on compensation issues in a closely held business. -Assist with Federal, State and Local tax agency audits Reviews Compilations

Website: weinbergwpb.com

Phone: (561) 687-0700