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Salvation Army Valuation Guide
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 | Wealth Building and Retention |
| Tax Minimization and Compliance |
| Family Asset Retention and Growth |
Our Comprehensive services include tax planning, insurance, tax compliance, New Business start-up services, accounting services, mortgage services, retirement planning, family business planning, and investment management designed especially to build wealth for Small Business Owners.
Tax Planning (Click the Link for more info)
Tax planning services to minimize your tax obligations, increase your wealth, and analyze your operating tax structures for tax efficiency. Tax planning will also help you avoid tax penalties and interest, maximize your cash flow and retirement funding, and optimize your family planning. Click this link for more tax planning strategies.Tax Compliance & Tax Return Preparation (Click the Link for more info)
Tax return preparation of small business tax structures including; | S Corporations |
| C Corporations |
| Partnerships |
| Sole Proprietorships |
| Limited Liability Companies & Partnerships. |
Our tax preparation software is state of the art with Electronic filing, all States and Local capabilities. Click this link for our Audit Representation Coverage.
Accounting Services
We are QuickBooks ProAdvisors supporting QuickBooks and offering Turnkey services. These services include financial statement compilations and reviews, new business opportunity analysis, and financial statement analysis.Family Business Planning
We offer tax planning for family succession to help ensure the longevity of your family business. Our estate tax planning services are designed to minimize wealth erosion during transition.Financial Services (Click the Link for more info)
Our diverse Financial services include mortgages for your second home, re-financing of your primary and/or your second home, rental property financing, Insurance, college planning and much, much more.Investment Asset Management Services. (Click the Link for more info)
Our personalized service fully recognizes that retaining and growing investment assets is almost as difficult as earning those assets. We offer investment asset management for your retirement and personal funds designed around your goals.
New Business Start-Up Services. (Click the Link for more info)
Thinking about starting your own business? We can help you think it through with feasibility analysis, forecasts and Tax Structure analysis. Once you have analyzed the viability, business and tax structure, we can help you form the business and register the business.
The Business Organizer will help you summarize the preliminary information from your manual accounting records, we will use to prepare your Business tax returns. You can also use the organizer to supplement your QuickBooks data.
This file opens with Excel. Download the file and save it to a disk or your hard drive, otherwise you will not be able to save the file and work with it. At the password box, please click cancel and the file will load for you. Complete the sheets you need and e-mail, fax or mail the information to us. Click this link to open the file--->
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