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