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

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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

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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

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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

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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.

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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.

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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.

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Educational Funding

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

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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. Padgett Seep And Associates, LLC and Pillar Investment Services, Inc are Arizona Licensed Investment Advisors and are Independent of JW Cole Financial.