Service Offerings

Tax Preparation

  • Personal Tax Preparation
  • Business Tax Preparation

Accounting

  • Compilations
  • Reviews
  • Auditing Services
  • Special Accounting engagements
  • Consultations
  • Research
  • Projections and Forecasts

Tax Planning

  • Personal Tax Planning
  • Business Tax Planning

Personal Financial Planning

  • Comprehensive Financial Planning
  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • Senior Care Planning
  • Education Planning
  • Section 529 Planning
  • Budgeting

 Information      Technology Consulting

QuickBooks® Software

  • Implementation
  • Training
  • Classes
  • Support
  • Consulting
  • Payroll Support
  • Monthly, Quarterly or Annual analysis

       Peachtree® Software

  • Implementation
  • Training
  • Support
  • Consulting
  • Payroll Support
  • Monthly, Quarterly or Annual analysis

Other Accounting Software

  • Implementation
  • Training
  • Support
  • Consulting
  • Payroll Support
  • Monthly, Quarterly or Annual analysis

Selection of Accounting Software

Business Valuations

  • Buying or Selling a Business
  • Divorce Situations
  • Family Limited Partnerships (FLP’s)
  • Estate Planning
  • Buy-Sell Agreements
  • ESOP Plans
        Business Planning

  • New Business Planning
  • Business Acquisition, Merger & Sale Planning
  • Business Tax Planning
  • Business Retirement Planning
  • Tax Deductible Fringe Benefits
  • Business Financial Planning
  • Salary Planning
  • Incentive Compensation Planning
  • Home Office Deductions
  • Independent Contractor issues
  • Bank & SBA Loan Assistance
  • Strategic Business Planning

       Structure of Success® Services

To talk with a member of our firm about our services offerings click here.