SERVICES

Services

If you don’t see what you need listed below, please contact our office at 269.795.3387 to ask about your specific need.

FULL SERVICE FINANCIAL PLANNING AND WEALTH MANAGEMENT

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FULL SERVICE FINANCIAL PLANNING AND WEALTH MANAGEMENT

Retirement Plans
Implementation and Management (SIMPLE, SEP, 401K, 403(b), TSA, Indy 401K.
Retirement Planning
Budget Review and Planning
Deferred Compensation Plans
Health Insurance Plans
Life Insurance Plans
Key Insurance Plans
Buy-Sell Insurance Agreements
Payroll Deduction Plans (IRS, 529)

FULL SERVICE FINANCIAL PLANNING AND WEALTH MANAGEMENT

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FULL WRITE-UP SERVICES

QuickBooks Training and Troubleshooting
Preparation of Sales Taxes and Related Quarterly Forms
Financial Statement Preparation
Help with Setting Up and Adjusting Your Accounting in Quickbooks
Month-End/Year-End Closing

FULL SERVICE FINANCIAL PLANNING AND WEALTH MANAGEMENT

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PAYROLL SERVICES

Real-Time Payroll
Call or email employee hours and we will either direct deposit the payroll, print paychecks, or email you pay stubs so you can write checks that go with the pay stubs.
Electronically File All Quarterly Reports
Preparation and Review of Payroll Information for Accurate Forms and Returns
Electronically File All Tax Payments
After-the-Fact Payroll
Completion of quarterly reports from the payroll that was previously completed.
Preparation of 1099's, W-2's, and W-3's

FULL WRITE-UP

SERVICES

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FULL WRITE-UP SERVICES

PAYROLL SERVICES

Refer A Friend For Taxes

RECEIVE $10.00

FOR EVERY NEW PAYING CLIENT YOU REFER TO US.

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Clients: You can print this coupon and give it to your friends or have them print it out themselves. Your friends should bring the coupon with them to their first visit.

On the coupon: Please put the new client's name in the top "Name" and "Date" area and the referring party's (the person receiving the $10) name and address in the "Your Name" and "Address" area in the middle right of the coupon.