December 15, 2014

Financial and Retirement Planning

  • Financial Needs Analysis
  • Calculate and Establish your Financial Freedom Goals
  • Help Set Up Retirement Accounts
    • Traditional, SEP, Simple IRA
    • Roth IRA
    • Small Business Retirement Plans
  • College Savings Accounts (529 Plans)

Complimentary Life Insurance Analysis and Planning

  • Analysis Present Life Insurance Policies and compare to others
  • Plan and Establish Minimum Amount of Insurance Coverage
  • Customize Life Policy that fits your needs

Why do it yourself, when you can have EXPERTS manage, organize, and maintain your books and finances?

TBS is a Public Accounting and Business Consulting firm. We have helped several of our clients with Year-End Financial Statements and help them to identify all possible expenses related to their industry and more specifically to their business activities. Once Year-End Financial Statements are prepared, completing business and personal Income Tax Returns will be seamless to you. Why do it yourself, when you can have EXPERTS manage, organize, and maintain your books and finances?