Steven McCord
Practical Financial Advice You Can Count On
Invest your time and efforts on running your business. Leave the accounting and tax puzzle to me.
- Trusted
- Experienced
- Professional
- Certified
Services
What I do
Accounting, Bookkeeping, Personal Tax Preparation and Advice, Small Business Consulting and Tax Preparation, Wealth Planning, Financial Advisory and Notarial Services
01.
Accounting Services for Your Business
As a small business owner, you have more important things to do than to spend hours working on your own books. Maybe you are not ready to hire a full time Controller or Bookkeeper. We can take care of the bookkeeping and accounting services for small businesses so that they can get back to their customers and the job of running their firm and generating profits!
- Reconcile your Bank Statement
- Clean up issues in your General Ledger
- Prepare month-end and year-end Journal Entries
- Generate Financial Statements
- Provide assistance with your Accounting Software
- Entity Formation and Selection
- Consulting, Business Improvement, Tax Planning
02.
Business and Personal Tax Services
Personal Taxes
Tax preparation is the process of preparing tax returns. Determining which forms are needed, how to calculate credits, are you entitled to certain deductions. Preparing your own personal income tax return is a risk that many people cannot afford to make.
ften, preparing a personal income tax return is a task that leaves you with more questions than answers, and that is why having an experienced tax preparer is so important.
Business Taxes
Businesses come in all shapes and sizes and generally require experienced professionals to prepare their income tax returns. We are familiar with the preparation of all types of business returns. You should take advantage of our business tax preparation service to stay on top of your finances.
- Schedule C of Form 1040 (Sole Proprietor)
- Form 1065 (Partnerships)
- Form 1120S (S Corporations)
- Limited Liability Companies (filing as one of the above)
03.
Financial Advisory, Wealth Planning and Estate Planning
For many individuals, building and preserving their personal wealth may require specialized attention. We can work with you one-on-one to offer guidance that may help you manage your risk and improve your overall performance or we can work with you and your professional financial planners to provide the best possible outcome in financial and tax planning.
Estate planning on your own can be complicated and costly; and the list can be endless… state taxes, federal taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401Ks, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
04.
General Notary and Notary Signing Agent Services
Many documents must be notarized in order to be recognized and have legal effect.
- Real Estate Documents: Deeds (e.g., grant deeds, quitclaim deeds), Mortgage agreements, Property transfer documents, Lease agreements (long-term)
- Legal Documents: Affidavits, Power of attorney (POA), Wills and living trusts (in some states), Adoption paperwork, Guardianship agreements
- Financial Documents: Loan documents, Promissory notes, Financial statements
- Business Documents: Corporate documents, Partnership agreements, Contracts, Vendor agreements
- Personal Documents: Consent forms (e.g., for travel with minors), Name change documents, Divorce agreements
- Government Forms:, Applications for government benefits, Immigration documents (in certain cases), Vehicle title transfers
Given the inherent formal and corresponding significance of this subject of legal documents that must be notarized, state governments have deemed it necessary to enlist a trained individual to assist with their execution. A “notary public,” following his or her official appointment, a notary public performs as a quasi-public officer to attest to the proper execution of these important documents. General notarial services typically include:
- Acknowledgments: Verifying that a signature on a document is genuine and was willingly provided by the signer.
- Jurats: Administering oaths or affirmations and witnessing the signing of documents, typically for affidavits or legal forms.
- Oaths and Affirmations: Certifying that a person has sworn or affirmed that the information in a document is true.
- Copy Certifications: Certifying that a photocopy of an original document is an accurate and complete copy.
- Signature Witnessing: Simply witnessing the signing of a document, without administering an oath or affirmation.
Why Choose Me
Accurate Record Keeping
.
Always On Time
Hard Working
24/7 Availability
Testimonials
What My Clients Say?
