Services
Accounting services include:
- Budgeting and forecasting.
- Financial statement compilations and reviews.
- Full-charge bookkeeping services including: bill paying, financial statement preparation, invoicing and collections, payroll, and treasury management.
- Internal control reviews.
- Personal financial statements.
Business advisory services include:
- Accounting and business information system implementation and support.
- Business acquisition, divestiture, and merger support.
- Business performance and operational review.
- Financing alternatives analysis.
- Human resources support.
- Retirement plan analysis and assessment.
- Risk management analysis and assessment.
Personal financial planning services include:
- Preparation of personal financial statements on a monthly, quarterly, or annual basis.
- Creation of personal financial plan after assisting with the development of goals, risk tolerance, and time horizon.
- Manage the estate planning process and the development of asset protection strategies.
- Provide analysis and planning services for college funding, insurance, investments, retirement, and real estate.
- Provide tax planning advice.
Tax planning and compliance services include:
- Corporation income tax return planning and preparation.
- Estate income tax return planning and preparation.
- Individual income tax return planning and preparation.
- Partnership income tax return planning and preparation.
- Payroll tax return preparation.
- Property tax return preparation.
- Retirement plan income tax return preparation.
- Sales and use tax return preparation.
- Trust income tax return preparation.
- Representation before taxing authorities.
Every year we are treated to the market prognosticator’s forecasts for the upcoming year. Invariably the forecasts don’t pan out as no one has access to the proverbial crysal ball. However, this doesn’t keep the pundits from trying as even … Continue reading →
