Broker Check

Small Business Services

Business Advisory and Compliance Services

  • Single Member LLC or Two Member LLC
  • 1120 - Corporate Tax Returns
  • 1120S - S-Corporatations Returns
  • 1065 - Partnership Returns
  • Monthly, Quarterly, Annual Write Up Services
  • Monthly Accounting Services
  • Information Return Processing (1099's, W2's, etc.)
  • Monthly, Bi-monthly, weekly, etc.
  • Basic and advanced tax planning
  • Business 7 Point Wealth Planning
  • Business Owner Education
  • Business Start-Up Services
  • Business Management Services
  • Estimated tax payments

“We believe that small business and individual services needs are very different. Both equally important and needing a dedicated focused team of advisors. We’ve segmented our company to address the needs of our community” 

1040 - Schedule C Prepared
Single Member LLC – Disregarded entity

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