FW & Associates specializes in the following services:
- Tax Preparation & Planning – We offer a full range of tax preparation and planning services. This includes the preparation of the simplest individual return all the way up to complex multi-state S-Corporation and Partnership returns. Included with our services we offer free quarterly tax estimates, year end tax projections and simple notice responses.
- Financial Accounting & Planning – To assist you with your daily business activities, we provide assistance with general accounting issues, financial statement preparation and cash flow projections. If your business is just getting started we can assist you with choosing the proper business formation, which includes obtaining all necessary federal, state and local licenses. If you are new to Quickbooks, we also offer assistance in setting up your initial chart of accounts.
- Business Consulting – Our main focus is to help our clients grow their business in the most efficient manner possible. We accomplish this by analyzing our clients business and offering tailored solutions involving simplifying complex processes, improving internal controls and assisting with cash management.
- Personal Consulting – We know wealth accumulation and preservation is important to you. By reviewing your financial and tax positions we strive to minimize your tax liability and maximize your wealth. We offer services such as monthly budgeting, analyzing tax positions on investment distributions and retirement planning. There may also be a time when a personal financial statement is needed for a business plan submission or to obtain a personal loan. We offer preparation of these personal financial statements if you are required to provide one.
You can trust FW & Associates to handle your personal and business concerns as if they were our own. Please click the link below to set up a personal consultation.
Feel free to contact us for a free consultation concerning all services.