Broker Check

Our Services

Taxes & Returns

  • Income Taxes 
  • Corporate Taxes
  • Partnership Taxes 
  • Estate & Inheritance taxes
  • Payroll & Sales Tax
  • Tax Planning
  • IRS representations
  • Tax audits
  • Profit sharing returns
  • LLC & LLP returns

Accounting

  • Financial statements
  • Bookkeeping
  • Bank reconciliation

Computer Services

  • Install in-house system
  • Computer software
  • Certified Quickbooks advisor

Management Advisory Services

  • Management consultation
  • Prospective statements
  • Personal financial statements

Financial Services

  • Financial Planning*
  • IRA Rollovers*
  • Managed Accounts*
  • Mutual Funds*
  • Fixed Annuities
  • Life Insurance

 

*These services are offered by David Bilger through his affiliation with Cetera Financial Specialists.