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SERVICES

What We Do

​Services Offered

Happy Businessman
Accounting

  • Bookkeeping

  • CFO Services

    • Budgeting

    • Detailed financial reporting

    • Financial Analysis

  • Initial QuickBooks Setup

  • Monthly and quarterly financial reports

  • QuickBooks Cleanup

  • Yearend review

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Man at his Desk
Business Formation

  • Name availability search

  • Articles of incorporation/organization

  • Employer identification number (EIN)

Men with Calculator
Tax Preparation

  • Business

  • Individual

  • Sales Tax

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Business Women Planning
Tax Planning

  • Federal and state estimated tax liability calculations

  • Review of financial position

  • Tax and credit assessment

  • Tax reduction strategy consultation

Accountant
Tax Resolution

  • Business

  • Individual

  • Payroll

  • Sales tax

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©2022 by New Life Financial, LLC. All Rights Reserved

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