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Our
services are very comprehensive. Call for a free evaluation of your
tax, accounting and general business needs. Compare the difference
between what you're presently doing and what we can do for you. These
are the standard services we provide.
Small Business Accounting Services To
help keep your business running smoothly, our practice offers a
complete range of Accounting services from Bookkeeping to Income Tax
Preparation. We work with all business entities (except Chapter C),
Non-Profit organizations, Trusts and individuals.
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Monthly Operating Statements These
give you a monthly look at where you stand so you can act on a problem
or seize an opportunity before it's too late. Every month we look at
your financial picture so we can alert you to those areas that need
your attention. Watching your bottom line can often help improve it.
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Bank Reconciliations We
prove out your bank balance every month and advise you of any bank
charges, bank errors or arithmetic mistakes on your part so you know
exactly how much cash is available for spending.
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Budgets We
can help you draw up a plan of action for the year. Throughout the year
we can track the progress you're making toward your goals.
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Proactive Tax Planning Our
practice offers this service for those businesses and individuals that
have an interest in controlling thier tax liability (and who doesn't?).
We provide one-on-one pro-active tax counsel to meet your unique
personal and business needs. The typical client benefits the most from
expert tax advice in: Year-end strategic planning to help minimize your
tax liability; Effective and timely structuring of your personal and
business transactions; Executive compensation planning; Money-saving
self-employment and payroll strategies; Successful retirement and
estate planning. Don't give the IRS more than they deserve!!
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Tax Return Preparation Our
practice offers professional, computerized and our triple-audited
preparation of all Federal, State (all states continental U.S.) and
Local returns at competitive, affordable fees. We prepare Amended
returns, Non-Profit returns, Multiple year returns, returns over the
Internet, as well as those who have not filed in several years.
Electronic Filing is available and we DO NOT OUTSOURCE your return.
Special Discounts apply to Senior Citzens and FREE preparation for our
active servicemen and women. Child returns are FREE with their parent's
paid return.
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Small Business Start-Ups This
practice specializes in Business Start-Up services by encouraging the
entreprenurial-spirited individuals to follow their dreams. This is
done by consultations and following procedures in our Small Business
Start-up Workshops throughout the community. The Workshop focuses on
the eight important stags of business creation: Legal,
Accounting,Taxes, Marketing, Retirement and Estate Planning/Business
Continuation. To complement the Workshop, a comprehensive workbook is
included and a video will offered in the future for our Internet
friends. Without proper, careful consideration and thoughtful planning,
the tax and legal effects can be dramatic.
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IRS Audit Representation Our
practice knows the tax laws and we know how your return was prepared.
We can provide counseling on how to deal with the IRS, write letters on
your behalf and negotiate Offers In Compromise. We can also assist
individuals and businesses that are not our clients, expecially those
who have levies on their assets. We cannot, however, represent you in
Tax Court yet; one of our staff will be an Enrolled Agent in the future
to assit clients with this uncomfortable experience. Don't try to
tackle the IRS alone, or worse, ignore them; call us immediately!!
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Financial Planning for Women We
work with our clients in the areas of investment strategies, tax
planning, risk management and asset preservation to maximize growth but
limit tax consequences. We ask the question "Where do you want to be
financially"? And then review their retirement, business, education and
other needs to be certain their goals are attainable.
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Financial Planning For Business Owners As
personal Financial Planning advisors, we help business owners make the
right financial planning decisions by analyzing their overall financial
and tax situations, helping them devise estate plans and plans for
retirement, and assisting them in risk management, insurance planning,
and developing investment philosophy, among other things.
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Non-Profit Organizations The
firm has extensive experience in the area of Not-For-Profit
organizations including filing for exempt status, meeting Federal
reporting guidelines, developing and implementing fund accounting
systems and creation and use of budgets.
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Small Business Consulting Services Let
us help you lean how to "keep more of what your business earns". We
want to get to know your business intimately, so we can give you the
tools you need to focus on the key indicators that drive your business.
With proper Business Evaluation and Financial Planning, we can help you
create a roadmap for your business's financial future. We will respect
you as a professional and listen to your needs. Our staff will work
with you year-round, if necessary, in order to meet your financial
goals.
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Banking Relationships Our
practice can provide valuable assistance in establishing, maintaining
or expanding current banking relationships or even creating a new one.
Most banks will accept professional financial statements over the
"home-made" variety. We can assist you in choosing the most economical
bank, regarding fees, services, loans, merchant accounts and charge
card fees.
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Financial Statements Our
practice prepares professional, GAAP-compliant financial statements, as
well as a custom-made financial analysis, that can help business owners
and managers elimate inefficientcy and realiza a business full of
potential. We also prepare financial graphs, which helps you understand
your financial position at any time. These documents are very necessary
for bankers and venture capitalists, as well IRS audits.
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Bookkeeping Our
practice provides full-charge computerized bookkeeping services,
including General Ledger and subsidiary ledger maintenance, bank
statement reconciliation, receivables and payables. Eliminate this
cumberson necessity from your day and focus more on your business and
family.
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Debt Reduction Services We
offer a complete debt and financial counseling service, including
installment debt consolidation, refinancing and repackaging. We will
order a current Credit Report and work with your creditors to assist
you in avoiding Bankrupcy. We will create a budget and monitor it
throughout the year in case of any adjustments that are necessary. This
service is provided for individuals, as well as small businesses, which
is especially important in Divorce situations. Start brining your
Credit Score up to 700 again!!
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Business Succession Plans Stop
wondering if and how your business will continue without you or your
business partner there. As experts in Business Succession Planning, our
practice can suggest many courses of action to provide assurance that
your business will enjoy a smooth continuance and that your heirs and
business associates will be well protected. Don't find yourself in the
situation whereby your deceased partner's wife or adult children become
your new partner!
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Life Insurance Planning
Our
subsidiary, Ironclad Insurance Planning is a fully independent
insurance brokerage that represents over fifty (50) insurance
companies. This is good news for you, as we do not have any loyalty to
any one company, like capitive insurance agents do; our only focus is
to provide you with the most protection for the lowest premium.
Do you worry about your children and/or business when you pass on or
become disabled? We offer a full range of Life Insurance products for
your family and/or business's protection, including FREE & QUICK
Term Life Quotes via email. We also offer the fairly new and
popular RETURN OF PREMIUM policy, whereby you receive your premiums
back at the end of the term, should you survive; this is an excellent
investment for College Funding for your infant, years later down the
road. Other products include Whole Life, Universal Life, Professional
Disability, Long Term Care Insurance and inexpensive Senior Life
Insurance. For small businesses, we will evaluate your future needs and
may find you need a Buy & Sell Agreement, an Executive Bonus Plan,
a Key Man or even a Second-To-Die policy to protect your business and
heirs. And don't forget those tax-deductible Chartiable Giving plans!
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Estate Planning Our
practice offers Estate Planning services so you can minimize both
Federal and State Estate Tax liabilities. We are familiar with all
types of Trusts and we can even work with your own attorney. (it is
recommended that you only work with an attorney that specializes in
Estate Planning, not your real estate or personal injury attorney)
If you do not have an Estate Planning attorney, we can recommend one
that we work closely with to ensure your peace of mind. We will
endeavor to protect your assets and heirs from the uneeded emotional
and financial devastation that can be caused by estate taxes, a lengthy
Probate or assets inadvertantly going to your "undesireable"
brother-in-law. Estate Planning is especially important for second
marriages, when the assets must be split several ways. Also, Estate
Planning is the primary tool in Chartiable Giving for those who want to
leave a legacy.
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Personal & Business Financial Planning Our
practice offers a complete array of Financial Planning services and
products for individuals and entrepreneurs. We will work closely with
you and set up quarterly appointments with you the first year, so that
life changes do not become a roadblock to your financial success. All
our plans are professional and custom-made to your own situation,
computerized and easy to understand. We can offer you a Comprehensive
plan of your entire financial life or we can focus only on one
important issue. Most people plan their vacation more than their
financial future; don't be one of them!!
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Equity-Index Annuities This
may just be the investment vehicle that you are looking for!
Equity-Index Annuities are very popular with the conservative investor
due to their GUARANTEED PRINCIPLE feature. In addition, many insurance
companies now offer up to a 10% SIGN UP BONUS. Wow! Set up an
appointment today to learn more about this exciting, but safe
investment!
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Retirement Planning It's
never too early, or too late to start planning for retirement! The
biggest reason for people not to address this important part of their
financial life is Procrastination. If you want to live the same
lifesyle, or even a better one than you do at present, you need to
start planning for retirement......NOW!! Let us analyze your projected
income and expenses and suggest investment-funding techniques to help
you make sure that your Golden Years, 10, 20 or 30 years from now, live
up to your expectations. We have many business retirement plans for
both business owners and their employees. Some examples are Keoghs,
SEPS, 401-Ks, Simple IRAs and more. For individuals, we have Tradtional
and ROTH IRAs and Tax-Deferred Annuities to name a few. The fairly new
Equity-Index Annuity is very popular due to its Guaranteed Principle,
competive yields and in some cases, a 10% SIGN-ON BONUS!! Wow! We
specialize in ROLLOVERS from your old employer's pension, 401-K, union
annuity or any other plan you may have. We can even invest your recent
Buy-Out proceeds. Don't rely entirely on your spouse's pension; call us
today for information on our PENSION MAXIMIZATION PLAN, so that you can
protect your loved ones beyond what the small survivor benefits
provide. As an added value, we will review the performance of your
existing 401-K, 403-B, 457 or 414-H portfolio at no charge, as well as
your Social Security benefits.
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Investment Planning Our
practice will assist in creating a full portfolio analysis and review
the risks and returns of specific investments, including Stocks, Bonds,
Mutual Funds, Unit Investment Trusts, Real Estate Investment Trusts and
Variable Annuities. We will also determine an optimal asset allocation
for you by taking your unique personal and financial goals, risk
tolerance, time frame and resources into account. Ladies, don't assume
someone else has taken care of your financial future!
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College Funding Worried
about how in the world you are going to pay for your child's education?
You are not alone; most parents procrastinate (there's that word again)
and then find that it is too late and their children either can't gain
entry to the college of their choice or they are saddled with
mega-dollar Student Loans. It is never too early for this important
issue to be addressed; starting at birth is ideal! If possible, involve
the Grandparents. Whoever will pay for these costs, we can help by
offering many different vehicles through which you can start saving
now, some tax-deferred. Don't short-change your children; call us today!
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PrePaid Legal It
is inevitable that we all will need an attorney in our lives,
especially through the course of everyday business. Attorney fees are
high and many times, you do not receive the attention required.
Therefore, we offer PrePaid Legal services, whereby you invest a small
monthly fee and can have an attorney at your fingertips at any time.
They will assist you with real estate transactions, deeds, contracts,
litigation and much, much more. Call us today with your legal needs and
experience this valuable service.
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Identity Theft You've
heard it many times; through the media, on TV or you may know
first-hand someone who has experienced this terrible crime. Identity
Theft is growing rapidly, so don't be a victim! There are programs that
can prevent this and measures that can reduce the stress and damage if
it has already happened. It is so important to protect your Social
Security and your financial documents. Call us today and let us offer
you this important protection against predators, whether it be over the
Internet or someone next to you at a cash machine. A few dollars a
month is worth your identity.
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Health Insurance Health
Insurance is the largest problem with America today.
Many Americans do not have this important protection against diseases
or illnesses, nor do they have prescription coverage. Through one of
our assocaties, we can provide you with medical care, at affortable
rates, to protect yourself and your family. There are many plans
available to match your budget, so contact us today and we will have
someone call you with a quote.
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Mortgage Servicing Through
one our business associates, with whom we closely work with, a full
range of mortgage programs are avilable for everyone, regardless if you
have a poor credit rating or qualify for a Jumbo mortgage. They even
offer the recent popular Interest-Only mortgages, as low as 1.5%. You
will find the ongoing communciation between you and the broker most
unique. Most mortgage brokers leave their clientle clueless during the
process, but not here. We think you will be very satisfied with the
personalized service you will receive. (See our America's Best Mortgage
link)
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Realtor Services Are
you contemplating purchasing or selling Real Estate in the Metro
Atlanta area? This transaction is one of the most important financial
decisions a person will make in their lifetime. It takes a lot of work
on the broker's part and they are up to the task. Through one of our
valued business associates, we offer expert and professional real
estate services. You can be assured that you will be treated as a
priority, when most other agencies forget about you once they get your
listing. Communication is the key to success for both broker and
client! (See Realty Professionals West link)
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Property and Casualty Insurance Everyone
needs Auto and Homeowner's insurance. You may have had a less than
favorable experience with your current insurance company or perhaps
your rates continue to go up. Through one of our business associates,
you will find that they have competive rates and excellent claim
service, without any hassals. If you need Renter's insurance, a
Business Owner's Policy, Fleet insurance or even the all so important
Umbrella Liability policy for people who have pools or an animal, your
insurance needs will met with a smile and professionalism.
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Disability Insurance Why
do people ignore this important protection for their family.....No one
ever thinks they will be disabled! Statistics show that the chances of
going on disability is much, much greater than their probability of
dying early. We have several plans for indivduals, business owners,
executives and specifically, professionals with Owner/Occ protection.
Don't risk losing your home or business, call us today!
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