Individual Tax Return Preparation
Year-End Tax Service
Year-Round Tax Planning Services
Small Business Services
RECORDKEEPING SYSTEMS                                                            
     Simplified Bookkeeping Systems
     Computerized Recordkeeping—QuickBooks
ACCOUNTING SERVICES
     Full Service Accounting
     Payroll
     Various Tax and Filing Reports
     Checkbook Reconciliations
     Profit and Loss Statements
     Financial Statements
TAX RETURN PREPARATION
     Business and Personal
TAX PLANNING
     Tax Due Dates
     Tax Saving Plans and Ideas
     Tax Research and Advisory Services
BUSINESS START-UP COUNSELING
     Expectations
     Projections
     Loan Packaging
     Licensing Procedures
     Tax Ramifications
BUSINESS STRUCTURE
     Corporations (Regular and S-Corp)
     Sole Proprietorship
     Partnerships (Regular and LLCs)
FINANCIAL AND MANAGEMENT COUNSELING
     Ratio Analysis
     Breakeven Calculations
     Selling Price Analysis
     Cash Flow Projections
     Accounts Receivable Controls
     Expansion Projections
     Loan Packages
     Manage Problem Areas and Improvements
Financial and Tax Planning
A comprehensive financial planning package includes developing YOUR financial objectives through detailed analysis of the following as they apply to you:
  • INSURANCE - Life, Health, Disability, Property, Liability, etc.
  • INVESTMENTS - Stocks, Bonds, Mutual Funds, Annuities, etc.
  • TAXES - Planning, Impact, Tax Shelters, Estate (Death)
  • RETIREMENT PLANNING - Social Security, Pension Plans, IRAs, other retirement incomes
  • ESTATE PLANNING - Wills, Trusts, Death Taxes, Asset Ownership, Family Asset Planning
Investment Consulting - via Steven E. Post, LLC
Portfolio construction including a thorough analysis of whether your needs are for capital growth or for more current income via many investment vehicles:
Banks                    
CD’s                     
Stocks                  
Mutual Funds         
Precious Metals
Money Market Funds
Bonds
Real Estate
Commodities