Fulchino,
O'Reilly & Company PC provides individuals several options in regard
to their personal finances. With our extensive experience in the private
sector as well as our high quality standards, the Firm can provide you a
service not easily matched, peace of mind.
Below are several
services we can offer you and subjects we can assist you with.
Tax Planning
Tax Return Preparation
Bank Loan Requests and Reporting
FAFSA Student Application
Assistance
Preparation of Gift Tax
Returns
Business Valuation
Trusts
and Estates
Fulchino, O'Reilly
& Company PC also offers specific Trust and Estate services as well
as additional subjects we can assist you with.
Tax Return Preparation
s
Assist Clients and work
with
Attorneys to establish trusts
s
Review and
Oversee Performance of
Investments
s
Fiduciary Responsibility
as Trustee
s
Estate Planning
s
Annual review of Irrevocable
Trust requirements including preparation and mailing of notices to beneficiaries
We offer these services in addition
to many
other accounting, financial, and managerial
services. Please contact us for more
information.
Assist in the interviewing
and hiring of fund investment managers