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Coupons
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Income Tax
Preparation

  • No appointments necessary
  • If you're a new client bring us a copy of last year's return. We use it as a guide
  • Bring all this year's information with you
  • We'll go through the paperwork with you
  • We'll have the completed return ready for you in a few days
  • Bring this coupon in with you for a $5.00 savings 

$5.00

Accounting
Services

  • Monthly bank-ready financial statements
  • Compilation statements
  • Review quality statements
  • Certified Audited statements
  • Proformas and Projections
  • SBA Loan & Bank Loan filing assistance 

1 Hour Free

Payroll
Services

  • With one simple phone call each pay period, payroll checks re prepared quickly and accurately
  • Included in this service is the preparation of quarterly payroll reports for your signature.
  • Our payroll service is simple accurate and cost effective

1st Month Free Trial

New Business
Start-Up

  • Permits and licensing requirements
  • Start up capital options
  • Record keeping responsibilities
  • Management assistance
  • Step-by-step guidance to getting your business up and running 


1 Hour Free

Retirement
Plans

We can assist you and your employees in setting up your retirement plans!

  • IRA's
  • SEP's
  • KEOGH'S
  • 401K Plans
  • Defined contributions plans
  • Defined benefit plans
  • SAR-SEP's 

Securities offered through H. D. Vest Investment Securities Inc. (Member NASD/SIPC.)
1 Hour Free

Financial
Planning

  • 401K Plan Analysis
  • Retirement Planning
  • College Planning
  • Mutual Fund Analysis
  • Stock Portfolio Analysis
  • Maximizing your IRA returns
  • SAR-SEP's

Securities offered through H. D. Vest Investment Securities Inc. (Member NASD/SIPC.)
1 Hour Free

H.D. Vest Investment
Securities, Inc.

  • Full brokerage house services
  • Stocks (discount prices)
  • Bonds
  • Mutual Funds (No Loads)
  • CD's and Money Market accounts
  • Fixed and Variable Annuities
  • Life Insurance 

Securities offered through H. D. Vest Investment Securities Inc. (Member NASD/SIPC.)
1 Hour Free
                                                     

Rollover
Specialists

  • When you change jobs you'll be given paperwork on your 
    pension/profitsharing/401k plan
  • We'll assist you with your options
  • Phone consultations welcome 

Securities offered through H. D. Vest Investment Securities Inc. (Member NASD/SIPC.)
1 Hour Free

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