SERVICES

What’s more, we believe that periodically reviewing your needs and goals is essential in ensuring that your investment strategies are keeping up with your changing circumstances. Regular reviews can help you plan for the financially secure future you deserve.
PERSONALIZED AND COMPREHENSIVE FINANCIAL SERVICES
Financial
Tax
Insurance
Business Formation
We also prepare all necessary paperwork associated with your business’s formation, including:
– Employer Identification Number (EIN)
– Name check and release
– Filings and preparation of membership agreement or articles of incorporation and bylaws
Bookkeeping
– Accounts payable and receivable
– Invoicing
– Management reporting
– Income and expense tracking
– Preparation of forms 1099 and 1096
– Deposit courier
Payroll
– Weekly or biweekly payroll preparation
– Checks and direct deposits
– Weekly or monthly payroll tax deposits
– New hire and payroll tax reporting
– Preparation of forms W2, W3, 941, and 940
– Workers Compensation Audits