OUR KEY SOLUTION BENEFITS: Life Events Planning and Budgeting Services Business Strategies Investment Strategies Tax Strategies Bookkeeping Services Payroll Services Income Tax Return Preparation Life Events Planning and Budgeting Services We offer sound, expert tax advice on a variety of financial situations that individuals and businesses are likely to encounter over their lifetimes. The broad range of topics includes everything from buying a house to improving your retirement to properly reimbursing your employees employment expenses. We can help provide budgeting strategies. Business Strategies We provide valuable guidance for new business start-ups, tax planning, and consultation services for our clients' business operations through every stage of a company's growth. Investment Strategies We provide general, non-controversial information on various forms of investments and their tax benefits. (We do not recommend specific investments). Some Investment strategies that have tax consequences may be IRA (Individual Retirement Accounts) and 401K accounts. We can help you understand what they are and how they can help you. Tax Strategies We offer information on suggested tax-savings opportunities that clients can implement immediately. For example: We can help you prepare your W-4 form to submit to your employer payroll department that is appropriate for your individual tax situation. We can help you increase your refund or decrees it as needed. Bookkeeping Services We provide full service bookkeeping services including small business QuickBooks Chart of Accounts set up. Our Quickbooks Pro Advisor training can help you with QuickBooks problems. We also offer Payroll Services and Payroll Quarterly Tax returns.
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