Professional Accounting Services for Individuals
Personal financial planning, estate planning, and the nuances of filing your own taxes are common struggles can be confusing and stressful. No matter your situation, we take the guesswork out of everything and give you a clear path to financial safety. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Below are snippets and articles from our friends over at Investopedia and other trusted sources that detail the various services we can offer. Click through to learn more then give us a call for your free consultation!
Income Tax Filing
A tax return is the tax form or forms used to report income and file income taxes with tax authorities such as the Internal Revenue Service (IRS) in the United States. Tax returns allow taxpayers to calculate their tax liability and remit payments or request refunds, as the case may be. In most countries, tax returns must be filed every year for an individual or business that received income during the year, whether through wages, interest, dividends, capital gains or other profits. Ask anybody about us and they’ll let you know that we provide them the biggest returns on their income tax filings! Strictly by the book but we make sure you get every credit you deserve.
Read more: Tax Return http://www.investopedia.com/terms/t/taxreturn.asp#ixzz4uaXewCeq
IRS Problem Resolution
The IRS is extremely complex and it is no surprise that so many people run into tax problems each year. The IRS is willing to work with individuals on resolving their tax tax problems as long as they are upfront about their problem and make the appropriate tax filings to correct the situation - problem is, most don't know where to turn, what forms need to be filed, what to include, where to send them and the list goes on! We're here to help.
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Wealth Management
Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee. Clients work with a single wealth manager who coordinates input from financial experts and can include coordinating advice from the client's own attorney, accountants and insurance agent. Some wealth managers also provide banking services or advice on philanthropic activities.
Read more: Wealth Management http://www.investopedia.com/terms/w/wealthmanagement.asp#ixzz4uaYYhiqI
Investment Accounting
An investment is an asset or item that is purchased with the hope that it will generate income or will appreciate in the future. In an economic sense, an investment is the purchase of goods that are not consumed today but are used in the future to create wealth. In finance, an investment is a monetary asset purchased with the idea that the asset will provide income in the future or will be sold at a higher price for a profit.
Read more: Investment http://www.investopedia.com/terms/i/investment.asp#ixzz4uaYh315r
Cash Budgeting
A cash budget is an estimation of the cash inflows and outflows for a business over a specific period of time, and this budget is used to assess whether the entity has sufficient cash to operate. Companies use sales and production forecasts to create a cash budget, along with assumptions about necessary spending and accounts receivable. If a company does not have enough liquidity to operate, it must raise more capital by issuing stock or by taking on debt.
Read more: Cash Budget http://www.investopedia.com/terms/c/cashbudget.asp#ixzz4uaYo7ZDE