Financial Consulting
Financial Consulting
Over the years, we have made many professional relationships with very knowledgeable and respectable financial consultants. If you need short or long term financial planning, just ask and we would guide you to the right person.
Financial Planning and Long-Term Planning
Do you have an IRA or a 401K? What should you do with it this year? We can work with your trusted advisor or ask us to refer a trusted colleague to assist you. We can set up the meeting for you and offer our advice, or you can do it on your own.
Business Services
We offer Bookkeeping and Payroll Services on a separate fee basis if that’s all you need.
We are a reliable, affordable company to administer your payroll checks.
Individual Services
Sometimes you just need a little extra help with the checkbook or annual tax returns.
Estate Planning
We will work with other trusted advisors such as Certified Financial Planners and Estate Attorneys to make a complete estate plan that fits your needs.
Tax Services
Some tax services include IRS & State Tax Resolution, Sales Tax Compliance and Individual & Corporate Tax preparation
We are authorized by the IRS and many states to E-File all tax returns.
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