Taxes

• Charitable Giving
• Income Tax
  United Way of Tarrant County (Texas) Support for operational costs for the Volunteer Income Tax Assistance program which will file tax returns at no cost for 9,550 individuals/households earning $60,000 or less.

Accounting

• Accounting Services

Planning

• Financial Planning
• College Funding
• Reverse Mortgages
  Rigged annuity sales –  Seniors may be pushed into using the equity from a reverse mortgage or other liquid assets to buy an expensive annuity, which may not mature until the senior is well into their 90s or 100s.