Tax Services
One thing is certain with regard to taxes; planning is essential
to avoid the risks posed by future uncertainties. Alsopp's Accounting
Services has become known as one of the most proactive tax planning
firm in South Florida. We are fortunate to have clients in a wide
array of industries, who have come to value our tax assistance and
have benefited from our advice and planning strategies. For more
information on how we can help you, contact
us to discuss your situation and the alternatives best
suited for you.
Accounting/Bookkeeping
Services
Accounting/Bookkeeping services are designed primarily to help small and
mid-size businesses deal with the complexities of maintaining internal
financial reporting systems. These services include bookkeeping, write-up
services, financial statement compilations, payroll services and a
wide variety of offerings which assist business owners and management
improve their financial monitoring and reporting
Retirement Planning
Individuals… The earlier you begin your
retirement planning the more money you can receive
from your retirement plan. It is never too late to begin saving
for retirement. Retirement planning should be a priority throughout
your adult life if you want to avoid financial problems as your
career winds down and you move out of the work force. Making good
retirement planning decisions and forming effective strategies early
in life will insure a smooth transition later on.
Do you know the difference between investment choices like stocks, bonds,
and mutual funds? We can help choose the right accounts and create a well-designed
portfolio to help you grow your assets.
Have you already started to invest? Are you making the right investment
choices to meet your goals? Stocks, bonds, mutual funds, and cash
investments have different advantages and risks. In order to make
this decision, you need to understand the difference between them.
Alsopp’s Accounting Services can help. We
can open an investment account (such as a Traditional IRA, Roth
IRA and Rollover IRA) and determine the best investment choices
for you.
Business Owners… You know that in order
to compete with larger businesses to attract and retain the best
employees, you have to offer a competitive benefits package. That
means offering opportunities for your employees to save for their
futures through retirement and savings plans such as Simple 401(k)
plan, SEPIRA and executive compensation plan
Our retirement and savings plans are a great way to add value to
your benefits program and reward employees for their hard work.
With so many affordable and easily maintained plans to choose from,
Alsopp’s Accounting Services can find a plan
that’s right for your business.
Wealth Management
Everyone talks about saving for a rainy day, but how many people
actually do it? Not nearly enough, and when it comes to saving,
people really tend to put it off. Life is far too unpredictable
to leave your future to chance. The time to take a look at your
financial situation is now, and Alsopp’s Accounting
Services has the tools to help.
Your personalized Financial Needs Analysis will provide you with
a complete review of your financial situation, including where you
stand in regard to your savings. With an up close and personal look
at how much you currently have saved, you can gauge whether you'll
have enough money to meet your future needs. Once you see where
you are today compared to where you want to be in the future, you
can pinpoint any problem areas and create a savings program specifically
designed to meet your unique needs.
When it comes to taking control of your finances, the sooner the
better! Meet with Audie W. Alsopp and make sure you're
on the path to financial success.
Term Life Insurance
While life insurance may not be your favorite topic, it can be
critical to your family's survival after you're gone.
Consider this: If you're the family's sole breadwinner, your family
might have to struggle to make ends meet without your paycheck.
And even if you don't work outside the home, your services would
be expensive to replace! After all, your family may need to acquire
daycare and housekeeping services if something were to happen to
you. Covering expenses is the last thing your family should have
to worry about after you're gone. Audie W. Alsopp can provide
you with a thorough review of your financial situation to show you
exactly how much money your family will need if you should die prematurely.
Term Life insurance gives you life insurance coverage at a guaranteed
rate for a specified length of time. (Example: a 20 year level term
would guarantee a level premium for 20 years based on the specified
death benefit). A term life insurance is typically the least expensive
form of life coverage |
