Services Tax Services Tax Preparation — All types. We like to take complex individual and business tax situations and find the neglected tax savings there. IRS Representation — Aggressively representing clients before the IRS and all other tax agencies, all the way up to the U.S. Tax Court. Tax Planning — Innovative strategizing to ensure you keep as much of your money as possible. Collections — Negotiating the best possible terms of settlement for outstanding tax bills. Financial Services Planning for Independence — Developing the right plan to attain your financial freedom. Financial Management — Taking on the task of managing the nuts and bolts of a client's finances so he or she is free to do what actually makes the money. Estate Planning Coordination — Safeguarding against the encroachment of time. 1031 Exchanges — We can help take the risk and difficulty out of this popular and profitable, but often difficult process and can use it to cash you out of your investment or rental properties with little or no tax. Accounting and Bookkeeping — Getting your company’s books into perfect order is fundamental and serves as a takeoff point for Verité Advisors’ innovative wealth-accumulation and wealth-retention strategies. Insurance and Annuities — Researching the best plans, tapping all their potential benefits, and aligning insurance products with a client’s overall financial structure.