Broker Check

Products & Services

We provide assistance in the following areas:

BUSINESS INCORPORATION'S

  • State of Florida Division of Corporations requirements
  • Sales Tax Management
  • IRS Requirements
  • Payroll Reporting Numbers with State and Federal Gov’t

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FINANCIAL

  • Wealth Management
  • Cash Flow and Debt Management
  • Family Risk Management
  • Retirement Planning
  • Education Planning
  • Legacy Planning
  • Business Planning
  • Special Situations Planning

TAX

  • Individual Tax Planning & Preparation
  • Business Tax Planning & Preparation
  • Estate & Gift Tax Planning & Preparation
  • IRS Representation

BOOKKEEPING

  • Maintenance of Bookkeeping
  • Reconciliation of Bank Accounts
  • Chart of Accounts
  • Inventory
  • Accounts Receivable & Payable

PAYROLL

  • Live & After-the-Fact Payroll Service
  • 941, 940, w-2s, 1099 Reporting
  • Tax Planning
  • Retirement Plan Contributions
  • Employee/Employer Benefit Programs
  • Worker’s Compensation Insurance