Tax Planning and Preparation
Preparation of individual, corporate, partnership returns. Ongoing tax planning advice and strategies.
Financial Reporting
Monthly Reporting of income and expenses
Cash Management
Payment of bills, cash flow reports, establishing plans with creditors, assist in obtaining financial purchases (i.e. autos, home etc.)
Financial/Business Planning
Financial review of your current finances, Devise a financial plan, Budget for your future, Consult and advise on contract negotiations
Facilitation of Insurance Planning
Assist brokers to address your needs
Facilitation of Estate Planning
Assist in estate and gift planning
Investment and Retirement Planning
Provide input to assist your investment advisors in structuring the best situation for you.