Our Most Distinguishing Products and Services
ENTREPRENEURS LIKE TO START BUSINESSES BUT THEIR WEAKEST POINT IS HAVING ACCURATE AND CLEAN ACCOUNTING RECORDS.
Ask yourself….
- Would my tax records hold up under the scrutiny of a tax auditor?
- Are you concerned that you may not be taking advantage of all the tax deductions allowed by law on your tax return?
- Do you wonder if there is something you should be doing throughout the year to get the maximum deductions on your tax return?
- Does your business need personalized Quickbooks training?
- Would confidential and accurate payroll processing allow you to work on your business instead of in your business?
Tax Planning

- Relocation Tax Issues
- Individual Tax Preparation and Planning
- Representation Before the IRS
- New Business Acquisition, Counsel and Corporate Taxes
Financial Planning

- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plan
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Small Business Accounting

- Accounts Receivable and Accounts Payable
- On-site Accounting Services Available
- Quickbooks Software Installation, Training, and Consulting
- Quickbooks ProAdvisor
- Personnel Handbooks
Payroll Services

- Check Processing Including Direct Deposit
- On-site Payroll Services Available
- Weekly, Bi-weekly, Semi-Monthly, Monthly, Quarterly, and Annual Payroll Deposits, Reports and Returns
Investments

- Bonds
- Common Stock
- Educational IRA
- Brokerage
- Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Alternative Investments
- Variable Annuities
Insurance

- Disability Income
- Life Insurance
- Long Term Care


