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Confidential Tax & Accounting

The following is a partial list of the various services we offer.

ACCOUNTING
Monthly
Quarterly
Annual
 
BOOKKEEPING
 
BUSINESS PLANNING
 
BUSINESS VALUATIONS
 
COLLEGE FINANCIAL AID APPLICATIONS
 
CONSULTING
Financial Management
 
CPA Services
Reviews
Compilations
 
FINANCIAL MANAGEMENT
Budgeting
Cash Flow Management
Cost/Benefit Analysis
Forecasts
Projections
 
FINANCIAL STATEMENTS
Preparation
Interpretation
 
LOAN APPLICATION ASSISTANCE
Business
College
 
PAYROLL
Preparation
Tax Returns and Reports
Statutory Filings
 
TAXATION
Return Preparation
Individuals
Corporations, LLC's
Sole Proprietors, Partnerships
Non-Profit
Multi-State
Estates, Trusts
Sales, Fuel, Etc.
Planning/Counseling - To Minimize Taxes
Representation Before IRS

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OTHER SERVICES:

 
Retirement Planning
Estate Planning
Medicaid Eligibility
Section 529 Plans
Pension Services
Educational Seminars
Notary Service

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