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