- Tax PlanningThis segment of financial guides is dedicated to strategic tax planning for business owners. Can you save more? We think so.
- Estate Taxes
- IRS RepresentationOur services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.
- Tax ServicesThese 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.
- Tax DeductionsAs 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 TaxPreparing 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.
- Mutual FundsSEPS 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 ServicesThere are other requirements you’ll have to meet to be eligible to establish and make contributions to a SEP. Essentially, all regular employees must elect to participate in the program, and contributions can’t discriminate in favor of highly compensated employees. But these requirements are minor compared to the bookkeeping and other administrative burdens connected with traditional qualified retirement and profit-sharing plans.
- Payroll ServicesOur 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
- Financial PlanningIn 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