Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Specialties
Accounting, Tax Preparation, Addressing Questions About Lifestyle, Social Security, Pensions, Medicare, and Long-Term Insurance, Arranging Proper Level of Care, Transportation, and Caregiver Assessment, Assistance With Check Writing and Checkbook Balancing, Business Services, Determining Current and Long-Term Cash Flow Needs by Analyzing Income and Expenses, Financial Advice, Financial Planning, Handling Day-to-Day Financial Transactions Such as Home Repairs, Routine Maintenance, Emergency Medical Expenses, Identifying and Planning Their Retirement Income, Needs, and Goals, Internal Controls, Making Sure Money is Received, Receipted, and Deposited, Monitoring Investment Portfolio and Other Assets in Conjunction With Their Investment Advisor, New Business Formation, Non-Profit Organizations, Offering Second Opinions Regarding Household Issues and Unexpected Situations, Organizing and Reviewing Personal, Financial Documents to Determine What Needs to Be Addressed, Organizing and Reviewing Legal Documents to Determine What Needs to Be Addressed, Payroll, Planning Retirement Account Distributions and Safeguard Against Improper Disbursements, Preparing an Inventory of Personal Assets and Investments, Preparing, Planning and Filing Income, Trust, Gift and Estate Tax, Providing Referrals to Local Services and Agencies, QuickBooks Manufacturing and Wholesale Edition, QuickBooks Non-Profit Edition, QuickBooks Online Edition, QuickBooks Point of Sale Software, QuickBooks Premier, QuickBooks Premier Contractor Edition, QuickBooks Premier Non-Profit Edition, QuickBooks Premier Professional Services Edition, QuickBooks Pro, QuickBooks Professional Services, QuickBooks Retail Point of Sale, QuickBooks Services, QuickBooks Simple Start, Reviewing and Paying Household Bills, Budgeting, and Record Keeping, Reviews and Compilations, Small Business Accounting, Succession Planning, Tax Service
Languages
English
