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 Income Tax Preparation Services
1. Individual
2. Partnerships
3. Not-For-Profit
4. Small Corporations S&C
Member: National Society of Tax Professionals
Investment Services:
Financial Consultant: Theodore G. Koniowka
1. Financial Strategies: Assist in tailoring a program to
help secure your financial future for:
a. Retirement Investing - Roth IRA's, IRA's, SEP
b. Estate Preservation
c. College Investing
2. Insurance Products: Access products through insurance and annuity
companies including a "focus list" of highly rated
carriers and products designed to meet your financial planning
needs. Products include term life, whole life, universal life,
variable life, fixed-rate annuities, health and accident policies.
3.Long Term Care Insurance: Focus list of highly rated carriers and
products designed to meet your needs.
Payroll Services
1. Payroll processing
2. Quarterly and Annual Payroll Reports (941, 940)
3. W-2 and 1099 Processing
Accounting Services
1. Bookkeeping Service:
2. Profit & Loss Statements
3. Balance Sheets Statement
4. Cash Flow Analysis
5. Auditing
Budget Service:
Personal and Business Budget
Planning
Money Management
Computer Service:
Internet and World
Wide Web Site Design, Access and setup
Computer Systems and Data Security and Planning
Convenient Consultations:
Please call to arrange for
a consultation at a time that is convenient to you. Day and evening
appointments are available.
Fees Structure.
Fees for services are both
competitive and affordable. We offer several payment options
and methods, which are tailored to fit your current cash flow.
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