Accounting and Taxation

 Accounting and Payroll Services

  • Bookkeeping/Write-Up
  • Financial Statement Compilation
  • Accounting and Payroll System Set-Up and Updates
  • Cash Flow and Budgeting Analysis
  • Payroll Administration
  • Business Tax Compliance (payroll, sales, etc)
  • Business Consulting

 Taxation

  • Individual Federal and State
  • Partnerships
  • S-Corporations and C-Corporations
  • Limited Liability Partnerships (LLP)
  • Limited Liability Companies (LLC)
  • Trust and Estates
  • IRS Representation

Consulting Services

  • Estate, Trust and Gift Planning
  • Financial Planning and Retirement*
  • Individual Tax Planning
  • New Business and Tax Planning
  • Tax Reduction Strategies
  • Buying and Selling a Business 

 

 

 

 

 

*These services are offered by Paul, Claudia and Bobby through their affiliation with H.D. Vest Investment Services SM and Paul's affiliation with H.D. Vest Advisory Services SM