Services
Accounting Services
- Bookkeeping
- Financial Statements
- Payroll
- Business Entity Selection
- Point of Sale (POS) System
Business Regulatory Compliance Services
- Business Filings and Corporate Compliance
- Employer Compliance
- Professional Service Organizations (PEO)
Tax Services
- Tax Forensics
- Tax Planning
- Tax Returns
- Tax Problem Resolution
Retirement Services
- Business Owner Favored Retirement Plans
- Qualified and Non-Qualified Plans
- Tax Diversified Distributions
- Alternative Long-Term Care Funding Solutions
- Social Security Benefits Maximization
- Retirement Income Gap Analysis
- Wages and Tax Return Diagnostics
Insurance Services
- Permanent Life Insurance with Cash Value
- Living Benefits Life Insurance
- Long-Term Care
- Life Settlements
- Annuities
*Guarantees are dependent on the claims paying ability of the issuing company.
