Archive for the ‘Services’ Category
Are Your Beneficiaries Correct?
This year one of our goals is to double check all of your beneficiaries for you.
During tax season your tax preparer may inquire about any retirement, life insurance or other accounts that might require a beneficiary. We recently learned of someone who’s mother passed away in 2010, and the only beneficiary on the account was her father who had passed away in 1995. Unfortunately this means any money in the account will go to probate and or the estate, and be taxed much higher than an IRA should be taxed.
The review may have to be done after tax season, but we feel it is a vital part of both tax and financial planning.
Posted in Services
Health Insurance
If you are without health insurance because you have been laid off, your employer no longer offers this benefit or you have lost your job please call our office so that we can help you look into some affordable options for you. The quickest way to bankrupt your family and your extended family is to not have health insurance. Please give us a call at 269-795-3387.
Posted in Services
Buy More Time
With QuickBooks Expertise
Let us Show You How To Use QuickBooks Financial Software To Squeeze More Time out of Every Day
Give Yourself the Gift of Time
Leave the Bookkeeping to Us
- Certified QuickBooks ProAdvisor
- Affordable
- Customized services to your needs
- Quick response time
- Experienced with 10 years in business
- Assisted many satisfied clients
- Expertise in setting up QuickBooks financial software to help save you time and money
Watch for upcoming QuickBooks seminars this fall.
Call Beth to set up individualized appointments to help you with your QuickBooks 269-795-3387 or 1-800-795-3287.
Posted in Services