Our Services

Our initial focus with most organizations is to review the business or strategic plan of their operation.  In doing so, we help the owners focus their resources to ensure the best return on their investment.

The following is an overview of services offered by our qualified and experienced personnel:

AUDIT & ACCOUNTING
Audited Financial Statements
Compiled Financial Statements
Reviewed Financial Statements
Financial Projections
Budgeting
Internal Control Analysis
Payroll
Accounts Payable

TAX
Taxation Consulting
Tax Return Preparation
Representation Before Taxing Authorities
Succession Planning Estate Planning

 MANAGEMENT ADVISORY SERVICES
 
Profit Planning Analysis
 Business Planning and Entity Structure Considerations
 Business Financing and Debt Restructuring

INVESTMENT SERVICES
Our sister company, Wealth Care Advisors, LLC, offers a range of options for your investment needs. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc.