Small Business
- Bank Reconciliations
- Payroll
- Accounts Receivable/Payable
- Financial Statements
- Remote Access
- On-site training
- Compliance with State & Federal reporting
- Implementing business retirement plans
Individuals & Families
- Personal Tax Returns
- Estate Tax Returns
- Tax & Retirement Planning
Advisory
- Guidance on financial decisions
- Business sales & acquisitions
- Budgets
- S corporation elections
- Deferred compensation