Cris Hendrick Accountant
Our Mission is striving to ensure the efficiency of our work with the highest level of client relations, individualized attention & professionalism. It is our dedication to each client that we meet our goals set in motion & that the interest's of each client's financial stability remains the key to financial freedom, ultimate success & limitless prosperity.
Corporate/LLC Setup & Dissolution:
setup a Corporation, Partnership or Limited Liability Company for you. There are many tax advantages for Corporations, LLCs or Partnerships that do not apply to individual taxpayers. Along with the creation of the business entity, we will apply for an Employer Identification Number on your behalf which can be used to file your income taxes and any other tax documentation such as W2s. We also offer Dissolutions for clients who are looking to close their business, and DBAs (Doing Business As).
We offer tax guidance for the accumulation of personal wealth and its transmittal to family members and beneficiaries during their lifetimes, and through the administration of estates. The successful approach to individual tax and estate planning requires highly trained and experienced tax professionals who are familiar with all aspects of a client's business, his/her family and investment objectives, individual taxation, and estate planning. We look at the big picture, and then create estate plans and strategic income tax plans which take into account your situation.
Retirement Planning* (IRA, Roth IRA, SEP IRA, and more!)
Investment Advisory Services
Full Service Brokerage
Tax Deferred Annuities (Fixed Annuities, Variable Annuities)
Company Sponsored Retirement Plans
- 401(k), Safe Harbor 401(k), Simple 401(k), Single (k)
- Profit Sharing Plan, Defined Benefit Pension Plans
- Simple IRA, SEP IRA
College Savings Plans
- 529 College Savings Program
- Coverdell Education Savings Account
Sales Tax Services
Estates & Trusts