Value Based Services
Advisory Chief Financial Officer (CFO) Services
Executive Coaching (Business & Personal)
Strategic Planning
Self-Directed IRA Advisory Services
Alternative Energy Consulting
Business Acquisition & Sale Consulting
Estate & Retirement Planning
Personal Financial Planning & Budgeting
Education Planning
Personnel Policy & Benefits
Prenuptial Agreements/Divorce Planning
Commodity Services
Forensic Accounting
Compilation of Financial Data
Financial Audit/ Review Support Services
Bookkeeping Assistance including Bank Statement Reconciliation
Payroll Tax Preparation
Sales/Use/Meals Tax Preparation
Form 1099 Preparation
Employee Handbooks
Tax Preparation – Federal & State(s)
Individuals, Businesses, Trusts, Estates and Gifts
IRS Audit Document Preparation
IRS Representation (without client present)
E-mail: [email protected] * [email protected]
Effective December 1, 2017