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Services
Tax Preparation - Accounting and Analysis - Payroll - Business Plans - Tax Planning - Bookkeeping
Tax Preparation & Planning:
Individual - (we mail "Tax Organizers")
Corporation - (C Corp, S Corp, LLC)
Partnership - (GP, LP, LLC)
Estate
Trust
Estimated Tax & Planning
Payroll (and related forms)
Personal Property Returns
Sales Tax
Government Correspondence
Offer in Compromise
We offer a "Flat Monthly Fee"
Which Includes
Bookkeeping/Financial Reports
Payroll, Tax Planning
and Advisory Services
CFO Services & Advisory:
Retirement Planning-Financial Plan
Budgets/Cash Flows
Proforma Projections-Scenarios
Business Plans
Financial Statements:
Client Summary-Write Ups
Bookkeeping & Compilation
Business Structure:
Corporation or LLC (set-up & record book)
S Elections
Advisory Services-Tax, Budgets, Retirement, Planning
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