More Services
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Online Accounting
Relief
We also offer Accounting Relief, an ideal accounting
package that lets you collaborate with us by entering
checks, deposits, or bookkeeping transactions on the same
system we then use to analyze your trial balance and
prepare your financials. We are able to customize this
system for your benefit, so that it provides an ideal
comfort level depending on your needs and your background
in accounting. Because this system is Internet-based, both
of us can log in to it securely, without the cumbersome
process of transferring data back and forth between your
computer and ours.
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Tax Services
Tax time is a
stressful time of year for many individuals and businesses.
Given the complexity of the ever-changing laws and the
difficulty of interpreting them, you need a tax advisor who
not only can ensure you’ve complied with the law, but
who can help you claim valuable deductions and credits you
may have never suspected. Our firm goes out of its way to
reduce the burden of paying taxes for all filers. We pledge
not only to prepare your tax returns in the best-informed,
most ethical manner possible, but also to work with you
year-round as needed to plan a strategy that will minimize
your total tax burden. We are qualified to prepare all
federal, state, and local tax returns for individuals,
corporations, partnerships, and fiduciaries.
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Financial Planning
Our firm
offers a complete array of financial planning services and
will work closely with you to help you achieve your
financial goals. We will help you determine your net worth
and plan a workable budget to meet your expenses. Our
financial planning services include investment counseling,
retirement planning, college funding, estate planning, and
many more.
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Property Management
Coming Soon...
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Prepaid Legal
Our prepaid
legal services plans are a cheaper way to obtain legal
advice we offer legal advice to individuals and
families. Our pre-paid legal assistance allows our
member prepaid access to attorneys for a small monthly fee.