Additional Services
When it comes to the world of taxes you need a knowledgeable professional on your side.
We have the expertise you are looking for in a tax professional and can help you navigate your options.
Additional “Done For You” Services Our Firm Provides
Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past.
If you don’t see exactly what you’re looking for on our site or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.
FINANCIAL PLANNING
Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review
PREPARING FOR THE FUTURE
Income Planning
College Planning
Elder Care Planning
Estate Planning
RECENT POSTS
Leadership and Empowerment for Business Owners: A Story
You’ve got a little bit of time until month-end close and a month or two until year-end obligations. It’s a good moment to take a breath ... but this is also the time to start thinking about what you want next year to look like, before getting into the weeds of...
Should I Extend Credit To My Henderson Customers?
Before I get into the slippery slope I'm referring to, how are things for you these days? How's business going? I'd love to hear an update... so click the email at the top of the page and send me a note to let me know.And on that note, I’d also love to hear...
Work From Home Policy for Henderson Businesses
There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets me every year, but I do hope that it provided a little extra rest on the front end of a busy fall season.I mentioned in one of my recent notes another piece of...