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Market Indicators |
Click on the edit button to customize your own stock portfolio
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Mura Financial Services |
| ...is no ordinary accounting firm -- with a strong professional staff,
and thirty years experience as a financial services organization, we are able to offer a complete range of accounting, tax, consulting and financial planning services for businesses and individuals.
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Monthly Services
- Financial Statement Preparation
- Monthly/Quarterly "Face to Face" meeting with business owner
- Tax Estimate Calculation through out business year
- Check writing and payroll services
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Quickbooks Services
- No charge Quickbooks install & setup for our clients
- On site no charge training for accounting program
- "Home" version Quickbooks set up for our financial plan clients (Lets you and our firm monitor your progress against "The Plan"
- Instant back up capabilities to our firm's site (No more floppys!)
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Tax Services
- Individuals
- Business: Corporations, Sub-S, Partnerships and LLCs
- We E-File business and individual tax returns
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Planning and Investing
- Licensed Financial Representatives
- Professional business & personal financial planning
- Retirement planning
- Top rated mutual fund products-IRAs, SEPs, Roth IRAs
- Life & Disability Insurance services and sales
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THE FOUR POINT APPROACH
TO BUILDING WEALTH FOR SMALL TO MEDIUM BUSINESSES
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- Proper financial statement and tax preparation based on a sound business & tax plan.
(We install and teach you to use accounting & check writing computer programs, and
provide computer / technical support to our clients)
- Paying the legal minimum for State and Federal income taxes.
- Prudent investment strategy
- Paying the legal minimum for State and Federal income taxes.
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Continual monitoring of your plan by a Mura Financial investment
planning representative.
- Business sale or family transition strategy.
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