I offer a wide range of services from tax preparation to planning, from teaching to writing, from estate planning to elder-care. Indeed, I offer so many services that my mother once had difficulties pin-pointing just what it is that I do. Long ago, I overheard only Mom's side of a phone conversation with an old friend. They obviously hadn't talked in a while and were now catching up, exchanging family stories and bragging rights. And so Mom proudly explained that my sister is a physical therapist in the rehab department of a large hospital. After detailing my sister's job responsibilities, types of therapies offered, work hours, and even the supervisor's name, my mother faced the obvious follow-up question, "And what does Monica do?" Stymied, Mother replied, "She's a finan..." and allowed her words to fade into oblivion. I've long wanted to design a business card that simply stated "Monica Haven, Finan..." but I suppose that would leave many folks clueless and confused. So, let's just say that my job is to listen and then offer solutions.
Services/Products
Tax Preparation (Federal & State) Individual Partnership Corporate Non-Profit Fiduciary Non-Resident, Out-of-State & Multi-state Estate & Gift IRS Problem Resolution & Tax Controversies Audit Representation Collections, Installment Plans & Negotiated Settlements Offers in Compromise Tax Planning Retirement & Tax Deferral Alternatives Business Consulting Personal Bookkeeping Estate Planning Trustee & Executor Investment Consulting Asset Protection Senior Although I am a general practitioner, I concentrate my efforts on seniors who have come to adopt me as their professional advisor and "granddaughter". In fact, much of my practice is devoted to eldercare assurance services, ranging from tax and estate planning advice to trusteeships and even conservatorships. However, in all cases it is my goal to help seniors maintain their independence and self-sufficiency as best and as long as possible. Teaching and Public Speaking Publications Translations Fluent in German &mdash Deutsche Sprache ist meine Muttersprache. Technical Communications Personal Correspondence,Tax Preparation (Federal & State) Individual Partnership Corporate Non-Profit Fiduciary Non-Resident, Out-of-State & Multi-state Estate & Gift IRS Problem Resolution & Tax Controversies Audit Representation Collections, Installment Plans & Negotiated Settlements Offers in Compromise Tax Planning Retirement & Tax Deferral Alternatives Business Consulting Personal Bookkeeping Estate Planning Trustee & Executor Investment Consulting Asset Protection Senior Although I am a general practitioner, I concentrate my efforts on seniors who have come to adopt me as their professional advisor and "granddaughter". In fact, much of my practice is devoted to eldercare assurance services, ranging from tax and estate planning advice to trusteeships and even conservatorships. However, in all cases it is my goal to help seniors maintain their independence and self-sufficiency as best and as long as possible. Teaching and Public Speaking Publications Translations Fluent in German &mdash Deutsche Sprache ist meine Muttersprache. Technical Communications Personal Correspondence