Income Planning Solutions
Specialty Accounting Services
Insurance Plans
Safe Alternatives for Cash Management
Servicing the Tampa Bay area and more
Services
Accounting
Our services vary according to our clients needs. Whether it be Bill Pay, Invoicing and Payroll to Financial Statements and Tax Filing, we will customize a plan that meets your business requirements, which can save time and money, providing visibility on profitabilty and allowing for informed performance decisions.
Payroll & Tax
Managing payroll can be an arduous task. We can run Payroll, set up Direct Deposit and File Payroll Taxes.
We provide Tax Preparation services for businesses and individuals. For our accounting clients, tax preparation is seamless. We take on the workload, so tax filing is timely and efficient.
Benefits / Health Ins
As independent consultants, we have the ability to shop from many insurers to recommend a plan that meets your needs.
If you are a business client looking for Group Medical and Dental Insurance or an individual looking for an Under 65 Medical and/or Dental Plan, we can find the right combination of benefits vs. premium budget.
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Medicare Advantage & Supplement Plans
Medicare Advantage Plans are an alternative to original Medicare. These are generally at zero premiums.
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Medicare Supplement Plans are premium driven and rich in benefits. We can review these options for clients that qualify for Medicare.
401(k) Rollovers & Retirement Plans
401(k) plans have certain restrictions that may not be right for everyone. We will review your plan and confirm it is a good fit, or show you how to make better use of your retirement funds.
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Additionally we offer many types of Life Insurance policies. Ask us how you can incorporate living benefits such as Long Term Care as well.
Cash Management
& Investing
Many of our individual clients are at retirement age and looking for a safe alternative to banks and the stock market to preserve their hard earned principal while earning a guaranteed rate of return.
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Income Planning is one of our specialties. We implement strategies that work for each client, from maximizing income, staggering income or leaving a legacy.