Keeping Small Businesses and Individuals compliant with tax consultation, preparation & planning.
- Tax Preparation - Individual and Business Returns
- Tax Consultation and Planning
- IRS Representation
- Electronic Filing
Financial Planning Services
Get educated on ways to plan for your future. In addition to your tax and financial reporting needs, BFS can also support the growth of your business; as well as, support your personal needs with the following services and products.
- Investment with Annuities and Mutual Funds *
- Retirement Savings Plan for you and your spouse *
- Life Insurance for your family
- College Savings Plans for your children *
- Estate Planning to reduce estate taxes
Regardless of how simple or complicated your record keeping needs are, BFS can assist you in compiling your financial data. We specialize in addressing the varying needs of different industry professionals and can work with your organization to provide small business solutions.
- Financial Concierge Services for growing Small Businesses
- Reviews / Compilations
- Year-end Reporting
- QuickbooksTM Consultation & Training
*These services are offered by Gail Barnes and Aquaila Barnes through their affiliation with H.D. Vest Investment ServicesSM, and H.D. Vest Advisory ServicesSM.