| Accounting Services
The AFS Tax and Planning Group professionals provide full accounting services and financial statement preparation for small businesses.
Accounting for Small Businesses
- Monthly, Quarterly and Annual Financial Statement Preparation
- Accounting for Estates and Trusts
- Monthly and Quarterly Payroll Reporting
- State and Local Sales Tax Reporting
- Personal Property Tax Reporting
- Year-end Preparation of All Forms Including W-2 and F-1099
- Periodic "Net Worth" Statements
- Loan Application Assistance - Specializing in the Self-Employed
- Bank Reconciliations
- Workman's Compensation Reporting
- Accounts Payable and Receivable
- Depreciation Calculations
- Personal Financial Statements
- Small Business Set Up
Accurate financial reporting is the key to successful tax planning. Our professional staff will be happy to work with you in producing the financial information you need, on a timely basis, to meet your business needs and reduce your tax liability.
DISCLOSURE:
Jeff Adelstone is a registered representative registered
to transact business with clients in Arizona, California,
Colorado, Missouri, New York, Oklahoma, Pennsylvania,
Texas, Virginia, and Washington. Jeff is advisory licensed
in the following states: Arizona, Florida, New York,
Oklahoma, Pennsylvania, Virginia and Washington. Jeff is also an insurance
agent licensed in Arizona, Massachusetts, Pennsylvania,
and Texas. If you are not a resident of the states noted
above, all investment-related information on this site is
for informational purposes only and does not constitute a
solicitation or offer to sell securities or insurance
services over the internet. Securities offered through H.D.
Vest Investment ServicesSM,
Member: SIPC, Advisory Services offered through H.D. Vest
Advisory ServicesSM
non-bank subsidiaries of Wells Fargo & Company, 6333 North
State Highway 161, Fourth Floor, Irving, TX 75038,
972-870-6000.
Investments & Insurance Products:
Are not insured by the FDIC or any federal government
agency. Are not deposits of or guaranteed by the bank or
any bank affiliate. May lose value.
The AFS Tax & Planning Group and Adelstone Financial
Network, Inc. are not registered broker/dealers and are
not affiliated with H.D. Vest Financial Services. |
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