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

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

*For a comprehensive review of your personal situation, please consult with your legal advisor. Neither Cetera Financial Specialists LLC nor any of its representatives may provide legal advice.