Services and investments
Individuals
Sole proprietors
Partnerships
S Corporations and C Corporations
estates & trusts
We also offer strategic tax planning to help reduce
liabilities and maximize savings—no surprises, just smart planning.
Tax planning & preperation
We prepare accurate, timely federal and state tax returns for:
Weekly, bi-weekly, or monthly payroll
Federal and state payroll tax filing
Year-end W-2s and 1099s
Payroll Services
From direct deposit to tax filings, we provide payroll services tailored to small businesses, including:
Reviewing and explaining tax notices
Preparing written responses or documentation
Clarifying what’s being requested and why
IRS,State,& local Correspondence Support
If you’ve received a notice from the IRS or your state tax agency, we’re here to help you understand and respond appropriately. We assist with:
with specalists on staff we can help if you or someone needs assistance understanding or signing up for medicare.
below are just a few examples of carriers we work with:
Medicare services
we also offer free Medicare assistance.
Investments:
stocks bonds, mutla funds, uits, etfs, annuities, cds, etc.
Retirement plans
ira, roth, rollover
Insurance
disability, life, & long term care
fee based planning:
estate, college, retirement, wealth management, & risk management
financial services
Financial services now offered through our extended family at
Hatfield & Becker Financial services
for more information regarding hatfield & Becker
head to our partners page here.
estate & Gift tax returns
inheritance tax
investment properties, etc.