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-Financial Planning
Personal financial planning is essential to families at all income levels. Just a few things we can help you plan financially are:
~Saving for your child's education
~Keeping your family from raising into a higher tax bracket
~Retirement income concerns
~Anticipating an inheritance
~Starting your own business
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-Tax Planning and Return Preparation
Why deal with the stress of doing your taxes? As CPAs it is our job to keep up with the monotony of tax laws. We would be glad to do your taxes as well as recommend tax saving strategies. We are here to represent you before the tax authorities. Our tax services include individuals, partnerships, fiduciary and corporate tax planning and return preparation.
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-Accounting Services
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-Estate Tax Planning
If you need to draft a will or are even considering it, we would be glad to help. We will work with you until we know that you understand what needs to be done in order to minimize estate taxes.
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-Training on Quickbooks and Peachtree Accounting Software
We know how confusing new programs can be. Programs that you have had experience with can also be hard to manage. At Garry L. Quinn PC we know that you can only do what you have been taught. If you need help in Quickbooks or Peachtree, we are committed to helping our clients understand how these programs work.
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-Investment Analysis and Implementation
Securities offered through Homestead Financial, Inc. a registered investment advisor
Member: NASD, MSRB, & SIPC
-Strategic Planning
-College Funding
Prepaid college Plans, UTMA or UGMA, 529 Plans, U.S. Series EE Bonds, Coverdell Education Savings Account, Financial Aid - What do all of these mean? Let us help you understand what these options are and determine which ones would be best for you.
-Lump Sum Distributions
If you are about to retire or even change jobs, the time has come to decide what to do with your retirement funds. Your decision on how to distribute these funds can have many different affects on your future. Let us help you plan your retirement funds and not have to worry about whether the funds will run out. We will help you choose options that will meet your needs in the future, reduce the influence of taxes, and avoid penalties.
-Mutual Funds and Other Investments
We will work with you in order to understand your financial goals. Together, we will be able to construct an investment strategy to aid you in your financial goals.
-Fixed and Variable annuities
-Disability Insurance
-Term and Permanent Life Insurance
The difference between Term and Permanent Life insurance is like the difference between renting and buying a house. Term is like renting a house. It provides immediate coverage, but it doesn't have any return when the coverage expires. Permanent life insurance is like buying a house. It allows you to accumulate cash on a tax deferred basis.
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