1. Financial aid — This service consists of meeting(s) with you to help you gather information required by federal, state or college financial aid application forms. We will (1) advise you on changes that you can make to improve your financial aid amount; (2) advise you on the interrelationship between tax law and financial aid law (certain tax strategies can actually reduce your financial aid); (3) prepare your application forms; and (4) prepare appeal letters (if you wish to request reconsideration of your initial aid package).
   
   
2. College planning — Ken Hoopes is a Certified Financial Planner (CFP). He is able to provide a service which includes: (1) meeting(s) with you to determine your goals for saving for college expenses; (2) calculation of expected future college costs; (3) calculation of monthly savings required to reach your goals; and (4) recommended investments.
   
   
3. Tax preparation — This service includes: (1) meeting to review your income tax information and determine what education tax benefits are available to you; and (2) preparation of your federal, state, and city income tax returns.
   
   
4. Consultation — This service is for the "do-it-yourself" person and consists of a scheduled appointment of 1/2 hour or more to discuss tax or financial aid issues.

If you do not have children headed for college, but you do have adult children and/or grandchildren that need these services, please pass this information to them. You may want to consider giving one of our services to them as a gift.

We can also advise you about how you can save estate and gift taxes by helping with the cost of education.