Broker Check

Services

We are a full service CPA/ Financial Service Firm.  As such, we offer a full array of services including but not limited to the following:

Accounting, Bookkeeping and Payroll:

  • Financial Statement Reviews and Compilations
  • Monthly/Quarterly Bookkeeping
  • System Assistance (Quickbooks)
  • Payroll and Payroll Reporting
  • Training

Business Planning:

  • Choice of Business Entity
  • Projections/Budgeting
  • Cash Flow Analysis
  • Business Continuity Planning
  • Financing

Investment:

    -Comprehensive Financial Planning:

    • Retirement
    • College
    • Estate
    • Insurance  

    -Risk Analysis

    -College Savings Programs

    -Social Security Analysis

    -401K Rollovers

    -IRAs and Roth IRAs

    -Business Retirement Programs

    -Wealth Management

Taxation Preparation and Planning:

  • Individual Tax
  • Business Tax (Corp, LLC, Partnerships)
  • Trust, Estate and Gift Tax
  • Tax Planning and Transaction Structuring
  • Tax Representation (IRS, IDOR, IDES, DOL, etc...)
 
 

Have A Question?







Thank you! Oops!

Recommended Content

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Saving for College 101

Here’s a crash course on saving for college.