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Attest Functions
Audits
Reviews
Compilations
Agreed-Upon Procedures
Business Support Services
Bookkeeping and Accounting Solutions
Bill Paying
Monthly Financial Statements
Internet Based Reporting
Training and Support for QuickBooks
Tax Planning
Controllership Services
Employee Benefit Plans
ESOP Administration and Planning
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Estate Planning
Fiduciary Accounting
Fiduciary Tax Preparation
Estate and Gift Tax Preparation
and Tax Minimization
Charitable Contribution Tax Planning
Asset Protection Planning
Life Insurance Analysis and Planning
Financial Planning
Customized
Investment Strategies for
optimum tax and distribution efficiency
Accounts monitored weekly; changes
made as necessary
Midwestern Values approach to client
service
Management Advisory Services
Retirement Planning
Profit Sharing and 401(k) Plans
Plan Design and Implementation
Third Party Administration (TPA)
Services
IRS and DOL Compliance
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Payroll Service
ACH/Direct Deposit
Impounding
Internet Based Reporting
Payroll Tax Preparation
Restaurant Payroll
Vendor Pay Services;
Garnishments, Child
Support, 401(k), etc.
Workers Compensation
Reporting
Succession Planning
Mergers and Acquisitions
Employee Stock Ownership
Plan (ESOP)
Tax Compliance
Individual Tax Preparation
Business Tax Preparation
Not-For-Profit Tax Preparation
Application for Tax Exemption
Tax Planning
Individual and Business
Planning Strategies
Divorce Tax Strategy
IRS Audit Defense |