Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Compilations, Reviews, and Audits
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
- Litigation support
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Tax services offered include but are not limited to:
- Tax planning & return preparation
- Estates, trusts & gift
- Not-for-profit organizations
- Taxing authority representation
- Divorce and support issues
- Tax effects of buying/selling a business
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Successful implementation and periodic review of your financial plan will help ensure financial independence during your working years and through your retirement years.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Pension & Profit Sharing Plans
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
We can help you with every aspect of your financial planning, from advice about prudent investments to assistance with insurance needs and estate planning. And because each family or business is unique, we take a highly personal and individualized approach with each client, helping you design a portfolio that reflects your unique needs, circumstances, and goals. But developing investment strategies is only part of the picture. We also offer a complete range of tax planning services, as well as assistance with retirement decisions.
- Financial & Estate Planning
- Individual & Employer-Sponsored Retirement Plans
- Investments - Stocks, Bonds, Mutual Funds
- Insurance - Life, Disability, Long-term Care
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. www.finra.org
Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of Alaska, California, District of Columbia, Georgia, Kentucky, Montana, Nevada, New Mexico, New York, Ohio, South Carolina, Texas, Virginia, and Washington and to offer investment advisory services in Texas. This is not an offer to sell securities or provide investment advice in any other state or jurisdiction.