Investment & Financial Consulting Preparation of financial statements for banks and other financial institutions Individual tax planning Financial planning - review of mutual funds, annuities, money markets, securities Assist with establishment of new corporations, partnerships Financial reports Retirement planning - investment review, family gifting, trusts Accounting, Auditing & Tax Services Tax return preparation - individuals, corporations, estates and trusts, not-for-profits Financial statements - compilation, review, audit services available Payroll reports and check preparation Payroll tax preparation and compliance Budget and cost control Bookkeeping - monthly and quarterly, experienced with QuickBooks |