Services
Accounting and Tax Services
- • Corporation, LLC’s, Partnerships, and Sole Proprietors
- • Federal and State Income Tax Preparation
- • Income Tax Projections
- • Estates and Trusts
- • Retirement Plans
- • Budgets, Projections and Forecasts
- • Homeowner Associations
- • Guardianships
- • Financial Statements
- • Bookkeeping
- – Monthly, Quarterly, and Annually
- • Payroll Tax Returns
- • QuickBooks Training
- • Tax Representation
- • Tax Notices
Advisory Services
• Income Tax Consulting
• Business Consulting
• Estate Planning
• Mergers and Aquisitions
• Entity Planning
• Retirement Planning
• Succession Planning
• Charitable Giving
• Internal Control Solutions
• Higher Education
• Business Consulting
• Estate Planning
• Mergers and Aquisitions
• Entity Planning
• Retirement Planning
• Succession Planning
• Charitable Giving
• Internal Control Solutions
• Higher Education
Non-traditional Services
- • CFO Services
- • Step Up For Students
- • Personal Representatives and Trustees
- • Venture Capital
- • Agreed Upon Procedures
- • Loan Documentation and Representation
- • Life Insurance Needs and Analysis
- • Ballot Counting and Verifications
- • Client Networking
- • Expert Witness
- • Elections and Census Forms
- • Financing
- • AHCA (Agency for Health Care Administration) Applications
