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Enrolled Agent - licensed by the IRS
Income tax returns for individuals, corporations, partnerships, and non-profit organizations. Tax planning and advice Tax notice response - penalty abatement - payment plans Filing prior year tax filings Amended Returns and Amended Returns |
Series 65 License - Registered Investment Advisor Representative
Financial planning and advice Structures and individualized Portfolios Minimum investment: $2,500 (Two thousand five hundred dollars) Management fees: 1% or less per year Free consultation |
Series 65 License - Registered Investment Advisor Representative
Retirement planning and advice Setup Retirement plans: IRA, SEP, 401K Minimum investment: $2,500 (Two thousand five hundred dollars) Management fees: 1% or less per year Free consultation |
Master of Science Degree in Accounting & Finance
Over 25 years experience CFO and Financial Controller in private industry Virtual CFO Services Monthly or Quarterly financial statement preparation Special projects and Analysis Special report preparation for presentation for banks and other institutions |
15 years experience of Financial and Operational management of non-profit organizations
Corporate setup Form 1023 - Application for 501c3 status Form 990 - Federal Tax Returns for non-profit organizations Bookkeeping & Accounting services Monthly, quarterly, annual financial reports Customer reports for presentation to Board of Directors or Donors |
We currently provide payroll services for many small business and non profit organizations
Weekly, Bi-Weekly and Semi-Monthly Payroll processing Pay by check or direct deposit Payroll tax deposits Quarterly and annual Federal and State payroll tax reporting W-2 and 1099 tax form preparation |
Small business owner for 10 years - manufacturing, distribution, marketing
Corporate setup - Corporation, S-corp, LLC Accounting & Payroll services Virtual CFO services Monthly sales tax filings Consulting to help organization your business for growth |