Does Review Services, Inc. provide legal or accounting advice?
The financial planning process by definition encompasses many legal and accounting issues. We will provide general estate planning and income tax planning advice and recommendations. However, we are not attorneys or CPAs and therefore cannot draft any documents or prepare any tax returns. We are happy to refer you to several qualified attorneys and CPAs to meet your needs if you do not have existing relationships. We receive no compensation for these referrals. Please see "Outsourcing" under Our Services for more information.