Individual Services

couple planning finances
  • Year Round Tax Planning & Analysis

  • Individual Tax Returns & Accompanying Schedules

  • State & Local Tax Returns

  • IRS Audit Representation & Delinquent Returns

  • Quarterly Estimated Taxes

  • Retirement Planning

  • Estate Planning

  • Elder Care Services

  • Education Planning

  • Personal Financial Statements

  • Budgeting & Financial Analysis

Business Services

business financial services

  • Accounting & Bookkeeping Services

  • Accounting Systems Implementation & Maintenance

  • QuickBooks® Consulting & Support

  • Compilations & Reviews

  • Payroll & Sales Tax

  • C Corporation, S Corporation, Partnership, LLC,
    Non-Profit Tax Returns & Accompanying Schedules

  • State & Local Tax Returns

  • International Taxation

  • Year Round Tax Planning & Analysis

  • Business Formation & Dissolution

  • Mergers, Acquisitions & Sales

  • Business Succession Planning

  • Employee Benefits & Retirement Plans Consulting

  • Cash Flow & Budgeting Analysis

  • Financing & Capital Structure Consulting

  • Non-Profit/501(c)(3) Application & Setup

Estate Planning & Trust Services

business financial services

  • Federal & State Estate Tax Returns

  • Gift Tax Returns

  • Generation Skipping Transfer Tax Returns

  • Decedent’s Final Income Tax Returns

  • Fiduciary Income Tax Returns

  • Trust Accounting & Taxation

  • Estate Liquidity Planning

  • Postmortem Planning

  • Estate & Trust Administrative Services

Disclosures:

  • Securities offered through Cetera Wealth Services, LLC, member FINRA / SIPC.
  • Advisory services offered through Cetera, a registered investment adviser.
  • Cetera is under separate ownership from any other named entity. (Firm-approved alternative non-affiliated disclosure may be used in place of this statement)
  • This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures