Business & Accouting  


 

 

 

 

 

 

Business Owners,

 

We know what you need (more hours per day!)

Basic Package

  • Set up or further instructions on Quickbooks

  • Bookkeeping

  • Setup and ongoing assistance on payroll / salary / bonus

  • Payroll service (additional cost)

  • Tax Planning and/or business analysis on an ongoing basis

  • Quarterly Review of Quickbooks & tax projection updates

  • Limited correspondence via email or phone

  • Annual Tax planning meeting

     

Enhanced Package

  • Basic package plus

  • Preparation of business & personal income tax returns

  • Preparation of other tax forms / 1099 / 571 etc.

  • Semi- annual tax planning meeting(s)

    Contact us for more information, including prices.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck