Broker Check

Services We Offer

We provide assistance in the following areas:

Investments

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Employer Retirement Plans
  • Solo 401(k)


Income Tax Services

  • Individual and Business Tax Preparation
  • Estimate Payment Calculations and Reminders
  • Review of IRS and State Agency Notices
  • IRS Representation
  • Mid-Year or Future Year Tax Projections
  • W-4 Allowance Calculation

Accounting and Business Services

  • Profit First Certified Professional Consulting
  • Monthly Accounting and Financial Statement Services
  • Payroll Services
  • 1099 -MISC Preparation and Filing
  • Sales Tax Returns
  • Financial Statement Compilations
  • Recordkeeping and Reconciliation
  • Retirement Plan Creation, Review, and Maintenance
    • SEPs
    • Simple IRAs
    • 401(k)s

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


Personal Financial Development

  • Budgeting Assistance
  • Cash Flow Palnning
  • Debt Reduction Strategies
  • Personal Financial Statements