Wellness, Planning & Tax Services

Cash flow planning

Debt management

Comparing financial goals

College savings

Employee benefits optimization

Estate Planning

Insurance review and risk management

Investment analysis

Retirement planning

Tax planning strategies

 Cash flow planning and spending review

Regular budget meetings 

Financial counseling

Financial wellness and resiliency training

Goal strategies and variance consultations

Life change and directional change conferences

Frequent financial plan assessments 

 Streamlined client interface

Goal-based savings plans

Emergency funds

Traditional and Roth IRAs

College savings plans

Inherited IRAs

SEP IRAs

Trust accounts

Behavioral finance strategies

Personalized portfolio management

 Guided entity formation in Colorado 

Sales tax licenses and operating licenses

Operating agreement creation

Record-keeping best practices 

Yearly company compliance schedule

Financial accounts guidance and best practices

Online bookkeeping set up 

(QuickBooks Online, Wave Accounting)

Chart of Accounts creation

Initial sales projection and budget estimates

 Financial Snapshot

Cash-flow reporting and projections

Budgeting

Sales Projections

Focus on profitable areas of growth

Review liabilities 

Risk mitigation and Insurance coverage

Business savings and Investment plans

Owner and Employee retirement plan options

 Accounting and record keeping

Accounts payable and accounts receivable

Transaction categorization

Statement reconciliation

Monthly budgeting

Payroll entry

Tax deposits

Financial reports and guidance

Focus on productivity and profitability

Individual & Joint 

Federal & State Returns

Business Federal & State Returns

Taxpayer representation for IRS communications, audits, and more