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Business Taxes-Annual, Quarterly, and Back- Wills, Trusts, Estate Plan - financial services

3.6 · 4 reviews
financial services
105 views Posted Aug 13, 2026
$300.00
Listing ID: 307316
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Good Morning,

Certified Master at University of Pennsylvania. Experience working on: 1. Business Reorganization; 2. Annual and Quarterly Business Taxes; 3. Wills; 4. Trusts; 5. Estate Planning; 6. Civil; 7. Social Security; 8. Family Matters; and 9. Bankruptcy Papers.

Very happy customers thus far, thrilled to have them. Give me a jingle when you need some help. Have got an attorney who will for a reasonable amount review papers prior to you filing them. We have a 16 year working relation, but this is only a paperwork help. Although, in tax situations I will help in filing and helping in organization.

My fee is on case by case basis, usually starting at $300.00, but that is a start not a whole amount in most cases. When Brent signs on, we have a retainer fee which starts at: $999.00.

As far as business taxes, wills, trusts, estate plans- we never appear in a court, but will help you appear pro se. We do not deal in contention and will endure amicable situations. We know how to get you through a situation, attorney will advise when needed for a fee, but only through papers we have worked on. Thank you!

Most work is done virtually, as we work in multistates. We have gotten pretty good at doing papers for many things. You will have to sign a non disclosure, multistate understanding, and retainer agreement - Only when attorney Brent's consultation and document review is needed.

Abigail

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Customer Reviews

Tractors Antigua
Tractors Antigua
January 22, 2025
Would definitely consider again. We appreciated the small touches that made it feel like home. The space was smaller than it looked in the listing. A few things could be improved.
Tractors Antigua
Tractors Antigua
May 12, 2024
Would definitely consider again. The value for the price was hard to beat. Can't complain at all.
Name Last name
Name Last name
February 6, 2024
Loved every minute of it. The location was easy to get to and close to everything we needed. It was a bit noisier than expected, but manageable. Exceeded our expectations.
Ramon sanchez
Ramon sanchez
January 29, 2023
Had a wonderful experience. We appreciated the small touches that made it feel like home. Thanks for a great stay!

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