AICPA Primeplus Services
As a CPA, the client’s most trusted advisor, Laurie can work closely with attorneys, investment advisors, and insurance agents to meet the client’s goals. These services fall into the following categories:
Direct Financial Services
* Account for notes receivable (principal and interest)
* Ensure expected revenues are received
* Receive and coordinate check deposits
* Create amortization and receivable schedules
* Work with investment professionals and financial planners regarding goals, investments, and insurance needs
* Personal coordinator with regards to the activities of financial advisors, attorneys and other Certified Public Accountants
* Personal agent who attends meetings on client’s behalf
Direct Tax-Related Services
* Participate in income, estate, and gift tax planning
* Gather data for income and gift tax return preparation
* Liaison with tax preparer in meeting tax deadlines
* Provide guidance in record-keeping requirements
* Coordinate tax return preparation for caregivers and household help
Financial Assurance Services
* Review and report on financial transactions
* Provide information to responsible parties
* Review reports from fiduciaries
* Review investments and trust activity for reasonableness
* Review third party calculations for accuracy
Estate Planning Services
* Work with attorneys to create an estate plan
* Review legal documents for accuracy of data
* Comply with estate plan as directed by attorney
* Coordinate payments related to estate plan
* Arrange for meetings (time, place, agenda, and attendees )
* Interact with attorney to address client questions
* Communicate results of meetings and decisions
Estate Administration Services
* Central point person to work with surviving family members, attorneys, executors, and other professionals
* Gather financial and non-financial information
* Work with other Certified Public Accountant in preparing final income tax return, estate tax returns, etc.