Tax Preparation – CTEC License #A107557
Make getting your taxes done and stress-free experience. Skip going to an office environment that is noisy, uncomfortable, and public. Steve travels to you in the comfort of your home/offer and also provides remote services for busy individuals.
Services Offered:
- Year-round access and support
- One-on-one personalized tax preparation
- Easy and convenient, I work with you on your schedule and availability
- In depth review to ensure all deductions are being maximized
- Multi-state returns when needed
- Personal income tax returns
- Corporate tax returns
- Tax planning services
- Sales tax compliance
- Depreciable asset and inventory management
- Audit support is also available
- Peace of mind
Accounting Services
Managing your finances can be very stressful and takes time away from concentrating on running your day-to-day business needs. Steve offers complete accounting and bookkeeping services that allow you to focus on what you do best. Steve travels to you in the comfort of your home/offer and also provides remote services for busy individuals. Steve travels to you in the comfort of your home/offer and also provides remote services for busy individuals.
Services Offered:
1. Year round access and support
2. One-on-one personalized accounting services
3. Easy and convenient, I work with you on your schedule and availability
4. Sales tax compliance
5. Payroll compliance
6. Accounts Receivables and Accounts Payable
7. Process streamlining
8. Cost controls
9. Bookkeeping services
10. QuickBooks management
11. Yearly filing of 1099’s
12. Asset and inventory management
13. GAAP accounting principles
14. Audit support is also available
15. Peace of mind
Trust Services – PFB License #1496
It can be a very stressful time for family and relatives when circumstances arise that need the execution of a Trust. Avoid disputes and conflicts that can arise. As a third-party, he will ensure the complete execution of the Trust to its language and legal requirements. Steve travels to you in the comfort of your home/offer and also provides remote services for busy individuals.
Services Offered:
1. Year round access and support
2. One-on-one personalized trust services
3. Easy and convenient, I work with you on your schedule and availability
4. Monthly and annual trusts performance reviews
5. Manage Revocable, irrevocable, testamentary, and special needs trusts
6. Estate tax planning
7. Income and expense management and maximization
8. Financial Sustainability Analysis
9. Asset and investment management
10. Peace of mind
Conservatorship Services – PFB License #1496
Steve offers personalized services based on each individual client’s needs and values. He is organized, transparent and effective communicator with all stakeholders involved, court, family and relatives, attorneys, doctors, pharmacy, etc.
Services Offered:
1. Year round access and support
2. One-on-one personalized services
3. Easy and convenient, I work with you on your schedule and availability
4. Appropriate and least restrictive housing
5. Medicine management
6. Estate tax planning
7. Income and expense management and maximization
8. Financial Sustainability Analysis
9. Asset and investment management
10. Court and accounting filings
11. Peace of mind
Financial Management Services
Finding it stressful or difficult to keep up with your monthly financial obligations? Need help managing your finances? Let Steve help with a financial analysis and budget to help keep you on track with you monthly obligations and financial goals. Steve travels to you in the comfort of your home/offer and also provides remote services for busy individuals.
Services Offered:
1. Year round access and support
2. One-on-one personalized services
3. Easy and convenient, I work with you on your schedule and availability
4. Income and expense management and maximization
5. Financial Sustainability Analysis
6. Establish sustainable budgets
7. Provide personal care services
8. Peace of mind
