Experience & Qualifications of Staff: 10 years of combined experience in Tax and Financial Services, Masters of Science in Taxation from top 5 tax law program, Licensed CPA, BA degrees in Accounting & Finance, Certificate in Financial Planning, Big 4 Accounting Experience, Business Ownership & Succession Planning, Executive Benefits Planning. Services Offered:
Internal & Financial Statement Audi
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Prepare & File C Corps (1120), S Corps (1120S), Partnerships (1065), LLC (1065), Sole Proprietor (Schedule C)
Monthly, Quarterly, Semi-Annual Financial Statements
Personal Financial Statements
All Bookkeeping Functions (AP, AR, Banking & Payroll)
Set up and Manage Group Benefits and Retirement Plans
Work closely with Owner/CEO