Business & Individual Services

We offer complete financial services for any business requirement, including:

Payroll services, including direct deposit for employees and payroll tax returns/deposits.
Audited, Reviewed and Compiled Financial Statements.
Incorporation and LLC formation.
Small business accounting, bookkeeping, and bill payment services.
Business, Corporate & Franchise Consulting.
Tax preparation and planning (all U.S. states and international).
Financial planning.
Insurance services (general liability, professional liability, workers compensation, commercial auto, group life, health and disability).
Retirement Plan Administration.
Employee placement services (recruiting and retention).
Sales tax returns.
Property tax returns.
Financing and loan packages.
Business valuations and appraisals.
Like-kind exchange consulting.
Litigation support.

Our personal financial services portfolio includes:

Tax preparation and planning (all 50 states). We typically help those with businesses, rental properties or complicated investment transactions. If you do not have such activities our services may not be worth the cost to you.
Estate and trust planning. Even if your estate is not worth more than the current estate tax exemption amount, you may still want to direct how your assets are used and/or distributed upon your death or incapacitation.
Insurance services. We offer auto, home, health, life, disability and long-term care for all individuals in several states through in-house insurance professionals.
Retirement and financial planning. We partner with experts at Nova Financial Services to provide a comprehensive approach to your financial future.
Like-kind exchange consulting. Selling property at a large gain and reinvesting the proceeds in similar property can potentially defer the tax due on the gain.
Litigation support. In relation to a divorce or certain other legal issues.