Services

List of services we provide

Services

We strive each day to be the trusted advisors that protect you. Our goal is to give more than we realize in each and every transaction.

  • Tax Preparation
  • Interactive Website
  • Past Year Returns
  • Installment Agreements
  • Estate Planning
  • Offers In Compromises
  • Tax Audits
  • Quickbooks Setup
  • Quickbooks Consulting
  • Financial Consulting
  • Budgeting
  • Debt Counseling and Planning
  • Business Development
  • Personal Development
  • Estate Planning
  • Payroll Services

These are comprehensive, in depth services. You can be assured that all dealings with our company will be held in total and complete confidence.

Life changes ultimately have tax consequences. During one’s lifetime, you may go on to higher education, get married, get divorced, have children, have to save money for college, buy or sell a home, start a business, contribute to a retirement plan, draft a living trust, take money out of a retirement plan, change jobs, have a tax return audited and many other events. The list goes on.
  • Marriage
  • Children
  • Home Buying and Selling
  • Education
  • Jobs
  • Retirement Accounts
  • Divorce
  • Retirement
  • Inheritance and Gifting

These seemingly routine events and changes may carry tremendous tax problems if not planned for properly. I have seen too many IRA’s that don’t name the beneficiary properly. I have seen people enter into real estate contracts that end up costing them much more money in taxes than they anticipated. There are many pitfalls in borrowing from 401k plans, don’t get caught off guard.

We are here to peer into the future to help you keep all the money in your pocket rather than give it up to the government or other agencies.

One major mission of our company is to assist people in defining and achieving all the success that life has to offer. You may wonder what this has to do with taxes. Well, think of life as a holistic experience. Taxes relate to money, money relates to success, success is the progressive realization of a worthy ideal. Money is not the key to happiness, but if you’re unhappy, at least you can be unhappy in comfort.

I’m sure you’ve heard it said that financial problems are a leading cause of divorce. We think it’s the financial problems, but I believe that the financial problems just expose other weaknesses that we have in our lives and relationships.

Money is not the root of all evil. What great things could you achieve if you had all the money in the world? Many of us feel guilty for things we’ve done in the past, or the way we’ve handled money. And we continue to punish ourselves (and our families) for these. Time to put an end to this. The best to help the poor or unfortunate is to not be one of them.

Personal success is a journey through life with excellence and virtues at its core. We help you find the resources to keep you on track as you develop your own success path.

Everyone says they want more money, but what they really want are the things that money can buy and the freedom of time that money affords. While you may think this is an insignificant difference, it is actually the reason so many people never become wealthy. They never understand that it’s not about the money!

Bob Proctor Tweet

We bring people together to learn about success, to find their own success, and to share their success with others.

We offer our own products and services and we cooperate with affiliate companies to bring you their products and services. Everything must meet our standards of excellence.

We hope you will share this site with your friends and business associates as you continue on your path to life success.

Thank you!

Picture of Robert Craig

Robert Craig

Robert W. Craig, E.A. Tax and Business Services