| Services
We offer the following business services to accommodate our clients with all of the assets we have. Here is a listing of the services we provide.
Tax Planning and Tax Preparation:
- Individual
- Partnerships
- Corporations
- Trusts and Estates
- Retirement Plans
- Non-Profit
- Payroll
- Sales and Use Tax
- Personal Property Tax
Accounting Services:
- Audits
- Reviews
- Compilations
- Agreed-Upon Procedures
Business Consulting Services:
- Business Start-up
- Choice of Entity
- Strategic and Business Planning
- Business Plans
- Budget Services
- Cash Flow Analysis
- Performance Management/Analysis
- Succession Planning
- Business Valuation Services
Bookkeeping and Computer Services:
- Monthly Financial Statement Preparation
- Payroll Services
- Training in Quickbooks® and Peachtree®
- Accounting Software Consulting
Retirement Planning:
- Choice of Plans
- Funding
- Distributions
- Financial Goals and Objections
Estate Planning:
- Goals and Objectives
- Lifetime Transfers
- Transfer on Death
- Charitable Gifting
- Trusts
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