Services Offered
Income Tax Preparation
- Individuals and families
- Small businesses
- Sole proprietors
- Partnerships
- S-Corporations
- C-Corporations
- Rental properties
- Estate and Gift Taxes
Accounting and Bookkeeping Services
- Monthly bookkeeping
- General accounting
- Financial report compilation
- Payroll processing
- Sales/use taxes
- Personal property taxes.
Investment Management and Financial Services
- Retirement Plans*
- Tax Plans
- 401(k) Planning*
- 403(b) Planning*
- College Plans*
- Estate Plans
- Money Purchasing Plans*
- Profit Sharing Plans*
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Variable Annuities
*These services are offered by Clark Saenz through his affiliation with Avantax.