PERSONAL & BUSINESS SERVICES - tax & Accounting service

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• 1 W2
• No  Deductions
• No Credits
• No Dependents 

•  up to 3 W2s
• Deductions
• Credits
• 1 or more Dependents 

•  W2s, 1099
• All Schedules (C, E, K-1, etc)
• 1 or more Dependents
• Deductions
• Credits

Bookkeeping: Manage monthly operating transactions includes Payroll. Planning: Reporting and advice to support growth, Payable & Receivables:  tax preparation, yearend accounting. tax service separated fee.  

The business Financial plan is a comprehensive evaluation of an individual's (Business) current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans. This often includes a budget which organizes an individual's finances and may includes a series of steps or specific goals for spending and scale the organization’s future goals. This plan allocates future income to various types of expenses, such as marketing expenses, rent or utilities, and also reserves some income for short-term and long-term savings. 

   The core of financial plan is to clearly defined goals. You may include funding for college education, children, buying a larger house, starting a business and or maintaining (grow) finances. We can assist you in planning for the future.  Considerations include timing of income, size, and timing of purchases, and planning for other expenditures. Also, a custom 12 month budget & recommendations for types of investments vehicles  to plan long- time financial stability.