Financial/Tax Advice for Sml Business & Individual

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CharlesNave Financial/Tax Advice for Sml Business & Individual (Michigan)

Farmington Hills, MI 48334
HARVARD MBA PRINCETON AB

CERTIFIED FINANCIAL PLANNER PRACTICIONEER

Each year I prepare:

Move than 100 complex, Schedules C,D,E1&E2, personal tax returns,
5 to 10 small businesses (1120/1120s)returns and
2 to 5 Trust(1041)returns

I prepare payroll checks for a small businessess (1 to 20 employees) including monthly, quarterly and annual Federal and state of Michigan tax deposits and reports.

I prepare monthly P&L statements for several small businesses.

I provided installation, setup and operating advice for new and existing QUICKBOOKS users.

CORE BUSINESS IS FINACIAL PLANNING FOR MID-LEVEL CORPORATE MANAGERS. Specialty is preretirment planning.

Available Mon-Fri 8.00A-5.00P

Professional Designation: CFP, CFS, MBA

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