Accurate and timely accounting information is a necessity for any successful business. Financial Care Professionals, L.C. can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

Financial Services

  • Investment Account Evaluations / Recommendations
    We offer a wide range of products and services to meet your financial needs, including brokerage accounts, annuities, and individual retirement accounts. We promise to communicate candidly about risks, costs and potential rewards. We will manage your investments with prudence and a long-term perspective.
  • Risk Management / Insurance Coverage
    Secure your family’s financial future with health, disability, long-term care and life insurance. We will evaluate your situation and make a recommendation for the coverage that will give you peace of mind.
  • Insurance Policy Evaluations / Recommendations
  • Managed Investment Accounts
  • Brokerage Accounts
  • Personal Financial Reports
  • Individual Retirement Accounts and Roth Retirement Accounts
  • Annuities
  • Life Insurance
  • Disability / Long-term Care Insurance

Taxation Services

  • Income Tax Planning and Return Preparation for:
    Never dread the middle of April again! We provide comprehensive preparation for individuals, businesses, estates and trusts.
    • Individuals
    • Businesses
    • Estates
    • Trusts

QuickBooks Support Accounting & Bookkeeping Services

  • Portal 24/7/365 Client Communication Service
    Access the financial information you need, such as financial statements or tax returns, with our secure, online Net Client service.
  • Computer Write-Up and Bookkeeping
    Keep records of all financial transactions including what you buy, sell, owe and own. We can assist and/or train you or your employees to manage your bookkeeping or help you with bookkeeping software such as QuickBooks or Creative Solutions Accounting software.
  • Financial Projections and Budgets
    Plan for your businesses future and track your business by working with us to develop easy-to-understand, insightful projections and budgets. Make sure you’re on track and progressing steadily toward your goals with our complete compilation and review of your finances.
  • Payroll Services
    Payroll Processing, Payroll Tax Returns, W-2’s and 1099 Forms and Sales, Tax returns
  • Business Valuations
    Determine the economic value of your business. This is helpful in selling your business, resolving estate and gift taxation or divorce litigation, and for many other business and legal justifications.
  • Buy/Sell Agreements
    Every business with more than one owner should have a buy-sell agreement. This will protect all owners and establish standards in the event something should happen to the partnership.
  • Reviewed Financial Statements
  • Compilation Financial Statements
  • Personal Financial Reports
  • QuickBooks phone consultation
  • QuickBooks Consulting
    • QuickBooks Setup
    • QuickBooks Payroll
  • Products Supported:
    • Quicken
    • QuickBooks Pro
    • QuickBooks Premier
    • QuickBooks Online
    • QuickBooks Enterprise Solutions
    • QuickBooks for Mac
  • Write-Up Services
    • NetClient
    • QuickBooks
    • Payroll Processing
    • Payroll and Sales Tax Returns
  • My Client Training
  • Go to MyClientTraining.com
  • User: Training
    Pass: 50266