Business Services

Taxes

We provide a full range of tax planning and compliance services. We will work with you year round to minimize your total tax burden. We electronically prepare all federal, state and local returns for sole-proprietors, corporations, Individualships, non-profits, and trusts.

.

Financial Services

We can provide you with valuable information to help you make important financial decisions through the entire life of your business.

We offer the following products and services for businesses:

Investments*

Mutual Funds
Retirement Accounts
Other Investments

Insurance

Fixed and Variable Annuities*
Group Life Insurance (including Key Executive Buy/Sell)
Group Health Insurance
Group Disability Insurance (including Key Executive Buy/Sell)


* Services offered by Patrick Thayer / Broadway Financial Solution through an affiliation with H.D. Vest Investment Services.

Planning Services

Retirement Planning
  • SIMPLEs
  • SEPs
  • SIMPLEs
  • 401(k)s
  • 403(b)s

    • Executive Benefit Planning
    Tax Reduction Strategies
    Cash Flow Analysis
    Insurance Analysis
    Business Continuation Planning

    Notary Services