Our quality services and satisfied clients are the result of our commitment to excellence. The following list of service is not all-inclusive, but a synopsis of a wide range of services provided to individuals and businesses. Please feel free to contact us regarding any business, tax or financial related matter, as well as a complimentary appointment.
BUSINESS SERVICES
Accounting
Accounting Systems Design and Implementation
Bookkeeping and Financial Reporting
QuickBooks Installation and Training
Attest
Audits
Reviews
Compilations
Bookkeeping
Write-Up
Bank Reconciliations
Churches
Internal Controls
Pastoral Tax Issues
Housing Allowance, etc
Specialized Tax Issues
Faith Based Initiatives
Non-Profit Organizations
501(c) and 1023 Applications
Grant Writing
Internal Control s
990 Tax Returns
New Business – Start ups
Business Plan Preparation
Entity Formation and “Next Steps”
Payroll Processing
Paycheck Preparation
Payroll Tax Deposits
Quarterly Tax Returns
State Quarterly Tax Returns
W-2’s, W-3’s, 941, 940, 1099, 1096, etc.
Tax Planning & Preparation
Corporations
Individuals
Non-Profits
Partnerships
Non-Residents & Expatriates
FINANCIAL ADVISORY & WEALTH MANAGEMENT
Planning
Protection
Wealth Accumulation
Tax Management
Retirement Strategy
Leaving a Legacy
Banking and Cash Management
Insurance
Annuities
Life
Long Term Care
Disability Income
Investment
Mutual Funds
Retirement Accounts
Stocks & Bonds
Management Accounts
Education Savings
Structured Products
Lending
Home Loan & Equity
Mortgage
Real Estate Assistance
OTHER SERVICES
Human Resources Management
Employee Handbook
Employment & Labor Compliance
Information Technology
Computer Services
Wireless Network
