SERVICES

The Kurzer Group offers services in accounting, tax planning and preparation, financial planning and business consulting.

Our accounting services include reporting on reviewed and compiled financial statements, as well as other reporting needed by management or outside agencies to monitor and control operations. We also provide small business accounting services, utilizing our in-house computers to write checks, record transactions, and produce periodic management reports for our clients. Additionally, we advise our clients in the areas of executive compensation, fringe benefits and retirement, estate and personal financial planning, as well as many other areas.

Tax planning and tax return preparation have become increasingly important and extremely complex for both individuals and businesses. We have available resources to aid in the research of complex tax issues. Our entire staff is involved in furnishing services in the following areas:

  • * Preparation of federal, state and local, individual, partnership, fiduciary, estate, gift and corporate tax returns
    * Business tax planning and financial advising
    * Personal planning in the areas of income tax, estate and financial planning

We also provide business valuations to assist clients in estate planning, estate tax preparation, shareholder disputes, buy-sell agreements, the

sale or purchase of a business and matrimonial proceedings.

With our assistance many of our clients take advantage of the following needed financial services:

Financial Planning

Asset Management

Insurance Planning (Life, health, disability, long term care, property and casualty)

Mortgage Services (click for more)

Credit Card Processing