Services at a Glance

 













ACCOUNTING & BOOKKEEPING



Financial Statements



Bank Reconciliation



Payroll Check Writing



General Ledger Preparation



Sales & Payroll Tax Preparation



QuickBooks® Setup & Review
FINANCIAL PLANNING

 



Retirement Planning



Personal Budgeting



Retirement Plan Distributions



Investment Analysis



Money Management

 

INVESTMENT SERVICES



 



Mutual Funds*



Variable* & Fixed Annuities



Retirement Plans



IRA's



Stocks & Bonds*

 

 





INSURANCE



 

Life insurance



Health insurance



Long Term care

 

TAX PLANNING & PREPARATION

 



Individual taxes



Partnership & Corporate taxes



Estate & Trust taxes



Year round Tax Planning



IRS Problem Resolution



Preparing Incorporation Papers

 

 

BUSINESS CONSULTING

 



Business Acquisitions



Business Planning



Business Development



Marketing



Operations Analysis



 



*Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Martin Financial Services, Inc., a registered investment advisor, not affiliated with Royal Alliance Associates, Inc.