Services
TAX SERVICES
• Personal Tax Planning • Business Tax Planning • Individual Tax Preparation • Business Tax Preparation • Payroll Tax Return Preparation • Trust & Estate Tax Preparation • Section 1031 (Tax Free) Exchange • Tax Agency Audit Support
TECHNOLOGY CONSULTING
• Software Recommendation, Training & Support • Hardware Recommendation, Training & Support
ACCOUNTING SERVICES
• Periodic Financial Statement Preparation • Reviewed Financial Statement • Complied Financial Statement • Projected Financial Statement • Monthly Bookkeeping • Accounts Receivable • Accounts Payable Including Bill Paying Services • Bank Account Reconciliation • General Ledger and Journal Entries • Fixed Asset Depreciation Schedules • Payroll Preparation
CONSULTING SERVICES
• Business Planning • Budgeting & Cost Control Analysis • Break-even Analysis • Internal Control & Operational Review • Profit Planning & Projections • Buy-Sell Consulting Services • Business Valuations • Deferred Compensation Services • Bonus and Compensation Services
RETIREMENT PLAN CONSULTING
• Retirement Plan Implementation • Retirement Plan Annual Accounting • Participant Reporting
PERSONAL FINANCIAL PLANNING
• Estate Planning • Business Succession Planning • Retirement Planning • College-funding Planning • Charitable Giving Planning