Things Get Lost Or Forgotten Over Time

Things Get Lost Or Forgotten Over Time

Things get lost or forgotten over time. Take a minute …

Make a list of all your assets and their beneficiaries–

  • Retirement Accounts
  • Bank Accounts
  • Investments
  • Insurance Policies

Also make a list of all your online logins and passwords–

  • Bank Accounts
  • Credit Cards
  • Cell Phones
  • Social Media and other Website Accounts

Keep your lists in a specific place that you will remember!

Check state records for unclaimed property for yourself and older or deceased family members.

Social Security is a big topic these days, so it is important we know where we stand. Go online to SSA.gov and “My Social Security”.

Set yourself up and check the details. You will need 40 credits (used to be quarters). Credits are based on your income, so make sure all your earnings have been recorded properly.

It is your information — Protect it!

PAY YOUR INVOICE HERE

Quickbooks Certified Pro Advisor Online
Best of Thervo 2020 Award

FATHER OF ACCOUNTING

QUICKBOOKS PRO

Services

Accountants, Income Tax Specialists, Quickbooks and Peachtree Pro’s and Business Advisors to Small Businesses.

CERTIFIED PUBLIC ACCOUNTANTS

Schooled and experienced in accounting for businesses and partnerships. Accountants, Income tax specialists, Quickbooks and Peachtree Pro’s and Advisors to Small Businesses.

INCOME TAX SPECIALISTS

Specializing in income tax planning and preparation for individuals and Small Businesses. Individual preparation, day, evening and Saturday appointments are available. Small business tax preparation after an over view of the accounting information 1 hour free consultations are available during the day.

QUICKBOOKS AND PEACHTREE PROS

Quickbooks training and trouble shooting-your office or ours. Peachtree training and trouble shooting-your office or ours. Ask about our 2 hour $149 training special.

OUTSOURCED BOOKKEEPING

We will do your bookkeeping so you can do your business. You have access to your information anytime and anywhere there is internet service.

ADVISORS TO SMALL BUSINESS

Assist you in defining and setting your business goals. Developing a plan to achieve your goals. Understanding and using your financial statements. Business experts to bounce ideas off and get feedback

Setting up a new business

Setting up a new business is more complicated then just going to work. We start out with a discussion of the various types of business entities to choose from.