For Individuals

Judy Moncrief provides professional advice and guidance regarding:

• Retirement

• Investments

• Life events

• Tax planning

• Insurance and annuities

• Cash, cards, and lending

• Estate planning (Will/Trust Preparation, Life Insurance, Charities, etc.).

For Businesses

• Creating a balance sheet - if you want to know the financial state of your business at a certain period, we can create a balance sheet for your own files or show potential investors.

• Income statements - to learn if your company is making a profit or is spending more than it earns, an income statement, also known as a profit and loss statement, is essential.

• Review your ledger - we will perform a monthly review of your ledger to make sure all your books are in order.

• Consultation - If you have any accounting questions, then we are here to answer any and all of them for our clients.

Let Us Help With Your New Business Formation

We can evaluate your business ideas, help you choose how you want to incorporate your business and prepare and file all necessary paperwork, including your application for your Federal Employer Identification Number and all required state and local licenses and permits, as well as help you with the following:

• Monthly and quarterly write-ups

• Payroll tax returns

• Sales tax returns

• Financial statements

• Business income tax returns

• QuickBooks training and setup