Accounting Services
Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use. All Securities Offered Through Money Concepts Capital Corp.
Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
All Securities Offered Through Money Concepts Capital Corp.
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. All Securities Offered Through Money Concepts Capital Corp.
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. All Securities Offered Through Money Concepts Capital Corp.
Financial Statements
Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential. All Securities Offered Through Money Concepts Capital Corp.
Tax Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses. All Securities Offered Through Money Concepts Capital Corp.
Tax Planning
Our firm continuously monitors federal, state, and local taxlaw changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
All Securities Offered Through Money Concepts Capital Corp.
Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. All Securities Offered Through Money Concepts Capital Corp.
Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities. All Securities Offered Through Money Concepts Capital Corp.
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.
All Securities Offered Through Money Concepts Capital Corp.
Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.
All Securities Offered Through Money Concepts Capital Corp.
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.
All Securities Offered Through Money Concepts Capital Corp.
Debt & Financial Services
We offer complete debt and financial counseling service including installment debt consolidation, refinancing, and repackaging.
All Securities Offered Through Money Concepts Capital Corp.
Estate Planning
Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
All Securities Offered Through Money Concepts Capital Corp.
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.
All Securities Offered Through Money Concepts Capital Corp.
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.
All Securities Offered Through Money Concepts Capital Corp.
Management Advisory Services
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.
All Securities Offered Through Money Concepts Capital Corp.
Pension & Profit Sharing Plans
Would you like help setting up a pension or profit sharing plan? Talk to us!
All Securities Offered Through Money Concepts Capital Corp.
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.
All Securities Offered Through Money Concepts Capital Corp.
Asset Protection
We will determine the replacement cost of your existing assets and evaluate the adequacy of your insurance policies, sinking funds, and self-insurance as appropriate.
All Securities Offered Through Money Concepts Capital Corp.
Employment Benefit Plans
We can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance.
All Securities Offered Through Money Concepts Capital Corp.
Trusted Payroll Service
Once you have trusted us to handle your tax and accounting services, trusting us to handle your payroll needs is the next logical step that will simplify your business life. We provide a comprehensive payroll service that is customized for your specific needs�giving you flexible personalized service from our knowledgeable staff. Our firm offers you a complete payroll service that includes check printing, direct deposit of paychecks, tax filings, complete compliance, and more. You will receive all the payroll reports you need to run you business most efficiently, and you will also get personalized professional advice on all payroll matters for your firm.
All Securities Offered Through Money Concepts Capital Corp. | Member FINRA / SIPC
Money Concepts Advisory Service is a Registered Investment Advisor with the SEC All Non Securities and Non Advisory Products through Money Concepts International, Inc.11440 North Jog Road • Palm Beach Gardens, FL 33418 • 561-472-2000