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Q. What services do you
provide?
A. We prepare all tax returns including
individual, corporation, LLC and LLP, non-profit,
estate and trust, partnership, payroll, sales tax,
property tax, and other taxes. We offer
bookkeeping, financial statements, accounts payable,
and accounts receivable processing--in fact, any
office function, including setting up an office, as
part of our services.
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Q:
Nothing happens when I click on the Fin.
Calculators link, does this link
work?
A:
Yes it does! This link opens in a new
browser window, if nothing happens when you
click the link, hold down the CTRL key while
you click, a new window should open with the
calculator types across the top, select one
and calculate away!
Q. HOW DO I GET TO YOUR
OFFICE?
A. Directions to our office along with a
map are located on our "Contact Us" page.
Feel free to call for more detailed
instructions if necessary
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Q. Can you help me with my
investments?
A. We recommend Capital
Financial Planning, Inc. a registered
investment advisory firm owned by Lisa
Keaton. We can set up an appointment
with Lisa who can help you determine
your goals and the strategies that you are
comfortable with. If you are pleased with her
recommendations, she will assist you in the
process of transferring your accounts to
concur with those strategies.
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Q. I currently use an outside payroll
service, and, frankly, have not been pleased
for various reasons. What alternatives do I
have?
A. We now have access to a very good
payroll alternative that you can access and
use right here on our webpage. This is a
reasonably priced alternative, competitive
with the nationally known services, and
offers you the flexibility of running your
own payrolls on YOUR schedule. Direct
deposit, ACH tax payments and easy import to
your QuickBooks or other accounting software
are features of this very good software. Call
us for a demonstration!
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Q. I am concerned that my business is
not as profitable as I would like it to be.
What can you do to help
me?
A. We offer an operational auditing
program where a team of our professionals
come into your business to assess your
company's operational strengths and
weaknesses. We breakdown your business into
the areas that are mission critical and offer
recommendations (that we can help you to
implement!) to get your business on track.
Organizational efficiencies and profitability
structuring are the keys to your business
working FOR YOU rather than vice
versa.
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Q. What is all this that I hear from
your firm about "wealth accumulation and
retention?" Come on...Is there really any
thing that we can do these
days?
A. The answer to your question is an
unequivocal "YES". Obviously, the markets
have been tough on all of us over the last
few years. But we have strategies available
to us still that can get you on the road to
developing a wealth base, and then in helping
you to develop that base and RETAIN IT!
Please give us a call and we will set up a
time to discuss this.
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Q. It seems like everyone and his
brother (except me!) has a retirement plan!
Can you explain the various plans
available?
A. A good retirement plan can be an
essential weapon in your arsenal for
accumulating wealth. I will go out on a
limb...Every business owner with taxable
income from some source (whether from the
business or not) should have a retirement
plan to help defer taxes and to accumulate
savings tax free! We can help design the
PERFECT plan for your business and your
circumstances. Give us a call so that we can
discuss this!
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