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Products & Services

At Gary I. Istanboulian, CPA, An Accountancy Corporation, we provide assistance in the following areas:

Investments*

  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuity

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Financial Strategy*

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

*Gary I. Istanboulian offers these services through his affiliation with H.D. Vest Investment ServicesSM 

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns