Products & Services
We provide assistance in the following areas:
Investment and Insurance
- Mutual Funds
- Investment Advisory Services Including Portfolio Advisory Services
- Annuities
- Life Insurance
- Long Term Care Insurance
Accounting Services
- Compiled and Reviewed Financial Statements
- Monthly and Quarterly Accounting Closing Services and General Ledger Review
- Bookkeeping Services
Tax Services
- C Corporation Tax Preparation
- S Corporatation Tax Preparation
- Partnership Tax Preparation
- Individual Tax Preparation
- Estates and Trusts Tax Preparation
- Non-Profit Tax Preparation
- Payroll and Sales Tax Report Preparation
- Tax Research and Planning
- IRS and State Tax Representation
Consulting Services
- Accounting Software Selection
- Accounting System Installation and Training
- Business Profitability Consulting
- Litigation Services
- Part Time Controller Function