Tax Services: n1. Filing tax returns,n2. Tax strategies (individual and business)nFinancial Planning and Insurances Services:n1.Tax-Reduction Planning (personal and business)n2.401(k)/403(b)/IRA Rollover: 3% – 11% matching bonus to owners, no feesn3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plann4.Guaranteed Lifetime Income Plann5.Estate Planning & Legacy Preservation (personal and business)n6.Life Insurance: term life (cheapest cost) & permanent life with cash valuen7.Long Term Care & Living Benefits & Disability Income Plann8.Tax-Free College Funding Plan