Consulting Package Individual & Business Consulting Package Overview - Unlimited business, tax and accounting consultation via email, and telephone conferencing. - Technical assistance at our offices as needed. - Exclusive access to our CyberCabinet web program.      ? Allows you to:           þ Complete and submit your tax organizer online and minimize your wait time at your tax preparation appointment           þ Download and Upload any other documents online.           þ Securely store tax records and documents online.  - Receive financial statements as needed via CyberCabinet. - Receive Accountant recommendation letters as needed. - Access to unlimited copies of previous year’s tax returns via website - Receive Online Quarterly Business, Tax & Accounting Newsletter - Receive a Mileage and Expense Log (14 Month Calendar tracks mileage & expenses on one log, also contains interesting tax facts) - Cost –       Individuals $99/ per year / Corporate Members $125/ per year. To enroll please download, complete and mail or fax this form. Click here to download or open. Business Succession Planning Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected. Business Valuations Our firm provides cost-effective business valuation services, quickly and efficiently. Cash Flow & Budgeting Analysis Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable. Financial Forecast and Projections Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies. Buying & Selling a Business Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms. Consulting Services Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Financial Planning Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. Investment Review Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account. Management Advisory Services Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more. Retirement Planning It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.