Taxes

• Tax Planning
  Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
• Estate Taxes
• Tax Services
  These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
• Form 1065
  Calendar-year partnerships: File a 2023 income tax return (Form 1065 or Form 1065-B) and provide each partner with a copy of Schedule K1 (Form 1065) or a substitute Schedule K1 or request an automatic six-month extension (Form 7004).
• Tax Deductions
  As the employer, you’ll get a current income tax deduction for contributions you make on behalf of your employees. Your employees won’t be taxed when the contributions are made but will be taxed later when distributions are made, usually at retirement.
• Income Tax
  Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Investment

• Mutual Funds
  SEPS don’t require the detailed records that traditional plans must maintain. Also, there are no annual reports to file with the IRS, and the recordkeeping that is required can be done by a trustee of the SEP-IRA, usually a bank or mutual fund.

Accounting

• Accounting Services
  Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a QuickBooks Tune-up. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.
• Payroll Services
  Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries.
• Bookkeeping Services

Planning

• Financial Planning
  In this revised and expanded edition of one of the biggest-selling financial-planning books ever, David Chilton, president of Financial Awareness Corporation, shows readers how to achieve the financial independence they've always dreamed of. With the help of his fictional barber, Roy, and a large dose of humor, Chilton encourages readers to take control of their financial future and build wealth slowly, steadily, and with sure success.
• Retirement Planning