CPA Tax Preparation Service

Service Overview

<p>Have a CPA prepare your tax returns with speed and accuracy.</p><h3>CPA Accounting &amp; Tax Services</h3><p>Our comprehensive CPA accounting and tax services cater to both businesses and individuals, ensuring accurate and reliable financial management. We offer:</p><ul><li><strong>Electronic Filing</strong>: Fast and efficient filing of tax returns.</li><li><strong>Business Financial Accounting &amp; Payroll</strong>: Complete accounting solutions for businesses, including payroll services.</li><li><strong>QuickBooks Pro Advisor &amp; IT Support</strong>: Expertise in QuickBooks, Medisoft, and essential IT support.</li><li><strong>New Business Startups</strong>: Guidance and accounting support for launching your business.</li><li><strong>Credit and Funding Programs</strong>: Assistance with securing credit and funding for business growth.</li><li><strong>COVID-19 Related Consultations</strong>: Specialized financial advice and support related to the pandemic.</li></ul><h3>Personal and Business Financial Strategies</h3><p>We provide tailored financial strategies to meet both personal and business needs. Our platform includes:</p><ul><li><strong>Insurance</strong>: Coverage across all types, including life and long-term care insurance.</li><li><strong>Investments</strong>: Strategic investment options, including Traditional &amp; ROTH IRAs, annuities, mutual funds, and ETFs.</li><li><strong>College Planning</strong>: Education-focused financial planning for families.</li><li><strong>Healthcare Solutions</strong>: Financial planning for long-term care, Medicare supplements, and living benefits.</li><li><strong>Estate Planning</strong>: Comprehensive estate planning to secure your financial legacy.</li></ul><h3>Financial Education Workshops</h3><p>Our free, educational workshops are designed to empower individuals and families to achieve financial stability. We offer:</p><ul><li><strong>Free Workshops</strong>: Open to everyone, with the flexibility of attending in-person or online via Zoom.</li><li><strong>Personalized Appointments</strong>: Individual consultations, including home visits, for personalized financial advice.</li></ul><p>Visit our <strong>Financial Education Blog</strong> for more insights and resources: https://wsbcampaign.com/terenceconnell</p><p><em>Our mission is to educate 30 million families on financial management by 2030.</em></p>

What's Included

• Income tax information gathering
• tax forms preparation
• and electronic filing. Federal and state (where required).

What's Not Included

• Bank services
• loans
• fee based on tax return amount.