SERVICES

In this changing economy, financial security depends on many things: a sound savings program, adequate insurance protection, a well-planned investment strategy, and careful tax management and personalization. Our objective is to help you plan for and feel confident about your future.

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

We strive to help our clients reach their financial goals by providing comprehensive financial services, including but not limited to: retirement; estate and business planning; investment advisory services and portfolio management; education planning, fixed, variable, and indexed annuities; and much more. We offer a complimentary consultation for first time clients.

Tax

Our goal is to provide tax planning and preparation services, which help to maximize savings and minimize taxes. We are happy to review your tax returns from the prior two years as a complimentary service for new clients. We have a qualified Enrolled Agent on staff that should your situation require IRS negotiations or an Offer In Compromise we are able to assist you.

Insurance

We live in an uncertain world. Our insurance department will assist you in planning for the best, but prepared for the worst, so you can enjoy all of the great experiences life has to offer. We offer life, health, disability, and long-term care insurance. Our professionals are certified on the Affordable Care Act exchange.

Business Formation

Forming a new business can be a time consuming and complicated process. At Zelek & Associates, we guide you through selecting a tax structure for your business, such as: C-Corp, S-Corp, Partnerships, LLC, LLP, and Trade Name.

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