SERVICES FOR INDIVIDUALS, FAMILIES, & SOLE-PROPRIETORS
IRS Representation
Your accountant will represent you on your behalf to the IRS to clarify and resolve any issues and also to set up the best arrangements for you.
Tax Preparation & Planning
Individual Tax Preparation & Planning includes an initial 1-hour consultation and full line item review of your completed tax return. To help minimize your taxes, your accountant will work with you to have a successful preparation and plan.
Budgeting
For any individuals who have difficulties meeting your financial goals or monthly expenses, tailored budgeting is available to help design a budget that will fit your financial goals.
Personal/ Family Insurance: Health, Disability, Life, Long-Term Care
Your accountant will work with you to have a comprehensive plan to protect against liability of risks and objectives in areas of your personal life or business, health, disability and even long-term care insurance as needed. A wide range of suitable insurance policies are available for each individual or business.
Retirement Planning
Retirement Planning is provided for individuals who would like to determine the resources needed and to overcome necessary objectives to meet their retirement financial goals. A retirement plan will assist in designing the formula for the financial goals in retirement. An accountant will assist you with setting up the best plan needed to suit your plans.
Financial Planning
Financial Planning service is available to address your whole financial architecture. A comprehensive plan will assist to develop and maintain wealth and execute your financial goals. Current tax laws and other financial disciplines are applied to establish your unique plan. Monitoring your progress and making revisions over time will make certain in you staying on course.
Trust & Estate Planning
An evaluation on trust, estate assets, and tax implications will help in providing guidance to maximize retention of the assets. A wide range of financial instruments are available to assist in making decisions to suitably execute the trust’s investment policy. In conformity with tax laws, your accountant will give guidance in determining whether law changes will necessitate changes to your trust.
Education Planning
For individuals with a child or children, education planning is available to help determine the necessities required to meet the planned education funds.
Consultations
Your accountant will review any significant changes in your financial affairs to give you the proper advice.
Personal/ Family Finance Management
Your accountant will work with you to review your monthly cash flow, budget, and financial goals.
Tax Projections
You can contact your accountant to get a tax projection for the changes in your life that can result in either tax liabilities or tax refunds for the upcoming year.
Additional Services for Sole-Proprietors Only
Accounting & Bookkeeping
For each business, annual or quarterly accounts/financial statements are essential for tax planning, tax preparation, and advisory services from your accountant. Bookkeeping services are available to help compose necessary reports for business operations.
Payroll Services
Payroll service is available to assist in setting up payroll and arranging all payroll related compliance matters for both IRS and the state.
Quickbooks & Xero Accounting Consultations
Quickbooks® and Xero are ideal business accounting software options used commonly by small to midsized companies. Consultation service is available for setup, training, questions/answers, and tuneup to help properly operate specifically for a business.
Invoicing & Bill Payments Services
Management Service for Accounts Receivables & Accounts Payables is available to help properly organize and monitor the cash flow of your business.
