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EXPLORE YOUR HORIZONS.

Embarking on a financial journey can feel like navigating uncharted territory. We help map out your journey through complex financial landscapes with a customizable spectrum of services. Just as every great adventure requires careful planning and a trusted companion, our team is here to provide the guidance and support you need to conquer any challenge.
 

Explore our full menu of services by clicking the dropdown arrows next to each service category.
Process Bills & Vendor Payments
Prepare 1099s for Contractors
 
Unclaimed Funds Reporting
 
Set Up Books
General Ledger Maintenance
Prepare Financial Statements
Clean Up Books
Reconcile Bank Accounts
Bookkeeping
Reconcile Credit Card Accounts
Cash Flow Projections
Client Board Meeting
Financial Forecasting
Consulting
Calculation of Value
Summary Valuation
Detailed Valuation
Benefits Administration
Employee Handbook Review
Open Enrollment Support
HR Consulting
Onboarding & Offboarding
Tax Planning
Personal Financial Planning
Retirement Planning
Set Up Payroll
Prepare & Process Payroll
Retirement Plan Remittance
Entity Tax Preparation
Sales Tax Filing
 
Gift Tax Preparation
Personal Income Tax Preparation
Use Tax Filing
 
Tax Notice Reponse
Commercial Activity Tax (CAT) Filing

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Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

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