| SERVICES PERSONALIZED FOR ENTREPRENUERS Accurate and timely accounting information is a necessity for any successful business. THE GEARY GROUP PC can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:
- Financial Planning Services
- Tax Planning and Return Preparation Services
- Estate and Sucession Planning
- Payroll Services
- Business Valuation Services
- Quickbooks Consulting and Training Services with Certified Intuit Pro Advisors
Financial Planning Services
Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.
Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting
Tax Planning and Return Preparation Services
Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.
Estate and Sucession Planning Services
Our specialists can help you minimize your estate taxes as you increase the amount of your assets that are left to your loved ones. Let our professionals provide you with an estate plan that is customized to your individual needs. We can show you how to avoid probate and provide for your loved ones upon your demise.
Trust accounting, annual gift tax returns and preparation of estate tax returns are just some of the services we provide.
Payroll Services
In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - filing the necessary tax returns and preparing year end w-2's and 1099's.
Business Valuation Services
ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.
Quickbooks Consulting and training services
One of our Certified Quickbooks specialists are ready to assist you whether you need help in setting up your quickbooks program, seminars to train your employees, setting up job order costing, or customizing the system to meet your needs, one of our professionals are willing to assist you.
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