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Showing posts from March, 2024

Business Services

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Table Of Content Services Other Governmental Services, Business Services Individual Services Wealth Management Individual Tax Services Our Payroll Services can help you get it right the first time. With our service, the only thing an employer has to do is figure hours and then fax, e-mail or call that information to our office. This leaves the owners with the task of just signing the checks. The payroll service also includes handling the annual worker’s compensation audit at no extra cost. Our bookkeeping services offer business owners the luxury of an in-house bookkeeper without the worries of having an employee call in sick or having to pay out benefits. Services The cost to administer the plan can be as low as a few hundred dollars a year, and your employees receive a valuable benefit. Executive Deferred Compensation programs fall into three different categories. First, they may be well suited for the high income business owner who wants to defer taxes on more than is allowe...

Individual Tax Services

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Table Of Content Business Services Financial Questions Improving Business Operations Increasing the Value of Your Business Six Tips for “Recession-Proofing” Your Business We find a lot of clients have a big misconception when it comes to business succession planning. They think this only needs to be done when they decide to retire and pass the business onto a family member. Business succession planning should be done as soon as the business has passed the startup phase and has become a significant personal asset. We look at life insurance on a needs only basis, not as an investment. So when the need is there, we will recommend the proper death benefit and type of life insurance. Business Services We will never tell you how to run your business, but we will give you the information to help you make good business decisions. Unlike a lot of firms that assign work based on whoever has the time, we take time to get to know you and your business. A 529 savings plan allows for tax fre...