Scope of services for individuals and families

Tax Planning and Preparation
We prepare all required tax returns to assure that you are paying no more tax than necessary. Throughout the year, we monitor tax law changes that will affect you, recommend tax-saving strategies, and serve as your advocate in tax matters.

Financial Statements
If you need financial statements, we can prepare compilation or reviewed statements. Helping you to use the statements in managing your business and increasing your profitability is an important aspect of our service to you.

Scope of Services to Businesses

Businesses require sophisticated accounting, tax, and management systems and on-call consulting services.  Our approach is to be accessible and sensitive to the needs of our business clients, as we help them respond to their changing needs and to the changing tax laws that affect them.

Business Problem Solving

As you start your business, we can help you select the proper organizational structure and secure adequate financing.  We will work with you and your other advisors to solve your business problems.  You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and your other business needs.

Recordkeeping and Reports

If you’re in business and need recordkeeping and accounting systems, we can design them to fit your needs.  We also prepare other financial records and reports, including reports to state and federal agencies.

Payroll Services

· Computing payroll checks

· Preparing payroll reports

· Preparing annual W2s/W3s

· Preparing payroll register for current and year-to-date employee earnings

· Preparing employee earnings reports

· Calculating employer required payroll deposits

· We guarantee accuracy and timeliness of service

· Providing payroll services for as few as one employee and up to 50 employees and more.

· Payroll made within 48 hours

· Emergency payroll service provided (termination checks, special pay, etc.)

Certified Financial Planner

In addition to being a CPA, I also hold the Certified Financial Planner Designation (CFP)

· Assistance with retirement planning

· College funding plans

· Estate tax analysis and minimization

· Investment analysis

· Life insurance analysis

· Tax planning

· Asset management and allocation

For additional information on investing go to http://www.moneyconcepts.com/jgeorge

Please contact us for a consultation, and together we can determine how to service your needs.

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