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Tax Services
We offer one-stop, affordable Accounting, Bookkeeping and Tax Services to Individuals, Entrepreneurs, and Small Businesses.
We offer a complete range of services and work with great flexibility to meet our client’s specific needs.
- Consulting – Market Identification and Research, Market Segmentation, Business Plan and Strategy, Marketing and Branding, Financial Re-engineering.
- Personal Income Tax Preparation – Tax projection, Tax return extension, Individual Tax return preparation.
- Corporate Income Tax Preparation – Tax projection, Tax return extension, Business Tax return preparation.
- Accounting and Bookkeeping – Quick books setup, Monthly Book keeping, Monthly Bank reconciliation, P/R returns – quarterly, P/R returns – annual, Pension accounting, Monthly Reporting and Analysis, Accounting Compliance, Account Receivables/Payable’s, Balance Sheet, P&L, Cash Flow Analysis, Budgets.
Insurance Services
- Licensed Life Insurance Broker – Whole Life, Term Life, Child Life Insurance, Universal Life, Life Insurance Riders.
- Licensed Health Insurance Broker – HMO, PPO, POS, EPO.
- Licensed Disability Insurance Broker – Short Term Disability, Long Term Disability, Partial Disability, Home Health Care, Workers Compensation, Key Person, Business Overhead.
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Its tax time! -
As the new tax year quickly approaches there are many new changes in the tax laws that may or may not benefit you. Congress has been especially busy in rewriting the tax laws over the past few years, and some provisions are expiring in the next two years, while others are just taking effect.
Keeping up with all the changes is a full time job in itself. That is why having a good accountant on your team is essential. It is very comforting knowing that you have someone who will spend the necessary time and is willing to walk you through and favorable financial opportunities that may arise and will keep you away from any financial red zones. I will be more then happy to overlook tax returns from other prepares to assure that he/she did not miss any favorable opportunities at no charge.
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