Our Services

What can we do for you today?

It seems like a straight forward question, but we feel it opens up some of the most meaningful conversations. As accountants, we not only advise on tax, but constantly search for the most efficient ways to manage your personal and business finances. We are in the business of making a difference and we feel that could happen at any moment on any day.

Tax Preparation

  • Federal, State, Local tax preparation
  • W-2 and 1099 preparation
  • Personal property tax return
  • Tax planning
  • Tax minimization strategy
  • Representation with the IRS
  • Asset acquisition and like-kind exchanges

Accounting & Payroll Services

    • Compilation and Review
    • Bookkeeping and payroll preparation
    • Accounting Information System (AIS) start-up and “clean-up”

Business Consulting

      • Form of entity evaluation
      • Business process analysis and evaluation
      • Financial forecasts and projections
      • Budgetary planning
      • Profitability analysis
      • Employee benefit design
      • Succession planning

Estate Planning

      • Gift planning
      • Gift tax return preparation
      • Trust and Estate return preparation

Financial & Retirement Planning

      • Financial Planning
      • Money Management
      • Retirement projections
      • Insurance product sales – Life, Long-term care, Disability
      • Annuities
      • College Savings Plans

These services are provided by our trusted partner, Financial Investment Team. Please visit their website at www.fi-team.com

Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRNSIPC. Investment advisory services also offered through Harrison & Associates Wealth Management Services, Inc. dba Financial Investment Team. Harrison & Associates Wealth Management Services, Inc. dba Financial Investment Team is not an affiliate of NEXT Financial Group, Inc. California Insurance Licenses OG28007, OE79360

High Net Worth Individuals

      • Tax minimization strategy
      • Gift planning
      • College savings plans
      • Estate tax planning
      • Fiduciary tax return preparation

Management Advisory Services

      • Asset acquisition
      • Like-kind exchanges
      • Form of entity evaluation
      • Succession planning
      • Employee benefit design
      • Profitability analysis

Divorce Planning & Analysis Services

      • Equitable division of assets
      • Community Property division of assets
      • Advising – divorce-specific tax issues
      • Advising – QDRO
      • Assessment of financial assets
      • Budget planning and projections
      • To learn more, please visit www.Divorce-Asset.com