Taxes

We offer full service tax preparation services including but not limited to:

 

The entire U.S. as well as Other countries as needed.

Self-Employed

Individual

In Home Businesses

Corporations C, S, LLC

Non-Profit Organizations

Partnerships

Estates/Trusts

Transaction for State and Cities

 

Accounting

We offer full service accounting and bookkeeping for individuals, small businesses, and corporations.

Our services include but are not limited to:

 

After the fact posting of your records

In house posting of your records

Bank reconciliation

Review and preparation for banking requirements

Profit/Loss Statements

Income/Expense Statements

Balance Sheet

Assets/Liabilities Sheet

General Ledger/Journals

Cash Disbursements

Accounts Receivable

Accounts Payable

 

Quickbooks Assistance

We offer full service Intuit QuickBooks services including but not limited to:

Start up/ instalation

Correction of Mistakes

Maintenance both on site and off

 

Payroll

We offer full service payroll services including but not limited to:

 

Weekly, Bi-Weekly, Semi-Monthly, Monthly

Signature ready checks

Tax deposit checks / electronic

Check register

Governmental quarterly and annual reports

Year-end forms (W-2, 1099, and transmittals)

Direct deposit for your employees

 

Business Consulting

We offer full service business consulting service. Assistance is offered with strategic recommendations and planning. Whether buying, selling, leasing, or expanding document services and negotiation from a Tax and Business perspective is available.

 

Document Preparation and Services

Notary, Trusts, wills, and Power of Attorney.

Articles of Incorporation.

Articles of Organization.

Homestead Exemptions, Quit Claim Deeds, and Warranty Deeds.

*With assisted legal council.

 

 
Estate Planning

Design strategies to help ensure your loved ones furture financial security, including wills and trusts, all while keeping estate taxes to a minimum

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Retirement Planning

Immediate and/or Future: Personalized planning designed to fit your requirements keeping your taxes to a minimum. 401-K, 403B, TSA, Self directed investments, IRA - (Traditional, Roth, SEP, Educational), Profit Sharing, Pension Trust, Defined Benefit Plans, Annuities (variable), and Rollovers or Transfers.

 

Educational Funding

Coverdell ESA's, 529 planing, and Utma/Ugma.

 

Insurance Planning

Life Insurance analysis and design, Annuities fixed & variable, Disability and Long term care.

 

Securities offered through JW Cole Financial ,Inc. Member FINRA/SIPC 6928 W. Linebaugh Ave. Ste. 101 Tampa, Fl 33625 - (813) 935-6776. Joseph Seep And Associates, LLC is an Arizona Licensed Investment Advisor and is Independent of JW Cole Financial.