The services performed by the professionals in this organization are available to you electronically, in your office, or in our offices.  More specifically, the information gathering process associated with the services we offer can be flexible, depending on your individual or business needs.

» Taxes
» Accounting
» Business Management
» Organizational Leadership & Change Consulting
» Professional Outsourcing
» Retirement Planning
» Pre-Paid Legal
» Specialty Areas: Construction, Real Estate, Banks, & Government


TAXES

Pickup & Delivery Service Available

Income Tax Preparation: Individuals; Sole Proprietorships; Partnerships; Corporations; LLCs; Estates; and Trusts

Business Tax Preparation – Monthly, Quarterly, & Annual: Dept. of Labor & Industries; Employment Security Dept.; Internal Revenue Service (forms 940 & 941); Sales; B&O; and Excise Tax

DOWNLOAD PDF OF 2007 TAX ORGANIZER

ACCOUNTING

  • Financial Statement Preparation (Profit & Loss, Balance Sheet, Cash Flow, ProForma)
  • Business Valuation
  • Budgets
  • Payroll
  • Computerized bookkeeping/accounting system analysis & setup

BUSINESS MANAGEMENT

  • Business Entity Analysis and Set-up
  • Business Plan Preparation
  • Cash Flow Analysis and Recommendations

ORGANIZATIONAL LEADERSHIP & CHANGE CONSULTING

  • Organizational Change Management
  • Diagnosing groups and jobs
  • Work Design and Employee Involvement
  • Goal Setting, Performance Appraisal, Rewards Systems

PROFESSIONAL OUTSOURCING

  • Payroll
  • Accounts Payable
  • Accounts Receivable
  • Data Entry
  • General Ledger Entry & Reconciliation
  • Presentations & Seminars

RETIREMENT PLANNING

  • Financial & Transition Planning inlcuding Employment Options, Budget Development, and Cash Management
  • Health; including Social Security, Medicare and Medicaid Consulting, and Exercise
  • Pre-Paid Legal

PRE-PAID LEGAL

  • Business Plan
  • Family Plan
  • Identity Theft Shield
  • Independent Associate

SPECIALTY AREAS: CONSTRUCTION, REAL ESTATE, BANKS, & GOVERNMENT

  • Financial Consulting
  • Quickbooks Software Training