Services

What We Do

Zelek & Associates offers comprehensive financial services including:

Financial Services

Investments*
Stocks - Mutual Funds - REITS - Bonds - Partnerships - Options

Annuities*
Fixed - Indexed - Variable

Tax Credits
Real Estate - Oil and Gas

Insurance*
Life - Health - Temporary Health Insurance - Accident - Disability

Investment Advisory Service
Personal - Business - Estate

Financial Planning
Personal - Business - Estate

Organization Formation
Not For Profit Corporation - Corporation - Limited Liability Company - Partnerships - Trade Names

Registered Agent

Notary Public

* Securities offered thru Lincoln Financial Securities Corporation member FINRA, SIPC. Zelek & Associates are not affiliated with Lincoln Financial Securities Corporation

Tax Services

Tax Preparation
Personal - Business - Trust - Estate

IRS
Negotiation and problem resolution

Our goal in providing tax services to our clients is to achieve the best possible outcome in all circumstances. We are happy to review your returns for the prior two years as a complimentary service for new tax clients.

As a full service firm, we can also provide our clients with information and personalized advice regarding tax savings techniques to help make the most of their money.

Link to IRS Calendar

Payroll & Bookkeeping

Zelek & Associates provides all inclusive service, handling all of our clients' payroll requirements with the most up-to-date information regarding and IRS regulations to ensure our clients' complete regulatory compliance.

Payroll Services Include:

  • Weekly and Bi-Weekly preparation of payroll checks and direct deposits
  • Weekly or monthly payroll deposits
  • New Hire Reports
  • Payroll Reporting
  • Preparation of W2's, W3's, W4's, and 1099's

Our Bookkeeping Services Include:
  • Accounts Payable and Accounts Receivable
  • Accurate Management Reporting
  • Deposit Currier
  • Income and Expense tracking

Our payroll and bookkeeping services can be tailored to fit our clients' individual needs.

Call us today at or email us at zelek@zelekandassociates.com for quotes and information.

Business Formation

Forming a business is a time consuming process. We take pride in eliminating the hassles of the business formation process.

The process begins with assisting our clients with the selection of formation

  • C Corp
  • S Corp
  • LLC
  • LLP
We also prepare all paperwork related to business formation including:

  • Application for Employer Identification Number (EIN)
  • Names Check/Release
  • Filing with
  • Preparation of Membership Agreement or Articles of Incorporation & By Laws
  • Registered Agent for Foreign Entities

Career Opportunities

REGISTERED REPRESENTATIVES:

As an Office of Supervisory Jurisdiction for Lincoln Financial Securities Corporation, Zelek & Associates is designed to meet all your paperwork and compliance needs. Our staff provides Principal approval and processes new and recurring business while maintaining required blotter records.

Entry level representatives earn a payout of 70%. Experienced representatives may earn up to 90%.

Contact Jim at his email for more information.

New Postings:
Full Time Financial Services Associate

Candidates must possess working knowledge of Microsoft Office and demonstrate a willingness to learn and the ability to obtain a Life, Health, and Accident Insurance license. Contact Mary McIntyre marym@zelekandassociates.com to apply.

Financial Planner

Entry level and experienced Financial Planners welcome to apply. Contact Celeste Monaghan celestem@zelekandassociates.com to apply.

Stock Broker

Experienced brokers looking for independence apply directly to Jim Zelek Jim Zelek TO E-MAIL

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