Our firm offers a wide range of services to both our business and individual clients. We work with corporations, partnerships, non-profit organizations, trusts, estates and individuals. Our clients are always offered personalized, quality service prepared at a reasonable price and delivered in a timely manner.
Below please find a list of our services, along with a brief description. (Click the title of service to show details)
- Accounting Services
- Payroll Services
- Financial Services
- Insurance Services
- QuickBooks Advisor
- Income Tax Services & Planning
- Estate Planning
- Executor Services
- Notary Services
Accounting Services -
Maintaining well-organized records ensures that your business operations will run more efficiently.
- Setup of new businesses
- Bookkeeping (Monthly/Quarterly/Annually)
- General Ledger & Financial Statements
- Compilation Services (based upon client information provided and used primarily for internal use)
Payroll Services -
We can help your company maintain a reliable, efficient and effective payroll system. We can prepare actual or dummy checks as well as send direct deposit. We prepare all payroll tax deposits, Forms 941, 940, TWC reports & W-2s.
Financial Services -
Today's investment atmosphere presents many challenges, It's not easy to know what to do or where to turn when planning for your financial future. We can provide you with valuable information to help you make important financial decisions such as planning for retirement, buying a home, financing a college education or investing for your family's future. We specialize in:
- Mutual Funds, Stocks & Bonds*
- Retirement Plans*
- College Savings Plans*
- Long Term Care Insurance
*These services are offered by Eileen H. Law through her affiliation with H. D. Vest Investment ServicesSM and H. D. Vest Advisory ServicesSM
Insurance Services -
The Law Insurance Agency can provide your business or family with Health & Life coverage. Goosehead Insurance Agency is able to assist your with Property & Casualty coverage.
QuickBooks Advisor -
Please contact Cheri Plessala (x16) or Melissa Johnson (x23) for assistance.
They are also available for in-house training (during the regular season only).
Income Tax Services & Planning -
We do extensive tax planning with our clients to try to help them limit their tax burden and plan for the future.
Our firm handles:
- Non Profit
Estate Planning -
Estate Planning helps make it easier to transfer assets to your beneficiaries, provides security for your spouse and can reduce or eliminate the tax due on the transfer of your assets. We can help make this complex process as stress free as possible.
Executor Services -
We can serve as executor for your will. This ensures your estate is handled professionally and by a third party.
Notary Services -
We have four licensed notaries in our office to assist you with your needs. Notary services are provided at a rate of six dollars per item.
**Please do not sign your document beforehand, it must be signed in the presence of your notary.*
**The list above is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed**