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4. The firm was founded in 1994 and has 2
partners:
Fred Karma, EA, MBA
and
Nicole Albrecht, EA
Albrecht
5. We have 3 other team members.
Cathy Braico Staff
Braico, Vicky
Tax Preparer Assadourian,
Administrative
Assistant
Michael Klein,
Financial
Advisor
6. We offer all the services that you’d normally
expect from a tax accounting firm including…
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7. We provide our business clients with:
1. Financial statements
2.
2 Comprehensive bookkeeping services
3. Accounting software training and
implementation on QuickBooks®
8. We provide a comprehensive range of tax
services including:
Preparation of individual, business, estate, and
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trust tax returns
Tax planning
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Business Consulting
Representation of clients during tax audits
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Incorporation set up
10. In addition to the “standard” tax firm, we offer
standard
a full range of other services NOT normally
offered by accountants…
11. Does your company have a pension or profitprofit-
sharing plan?
If so, is it achieving y
, g your objectives?
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If you don’t have a plan, is it time to set one
up?
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12. We can help! We regularly assist our clients in
addressing pension plan and profit-sharing
plan issues :
1. Plan selection (401k, SEP, SIMPLE)
( )
2. Plan administration
3. Reporting to the tax authorities
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4. Compliance with IRS and other regulations
13. 1. Are y on track to reaching all y
you g your
retirement dreams and goals?
2. Are you concerned about the performance of
your iinvestments?
?
3. Do you have the right allocation in your
portfolio?
4. Do you have the right amounts and types of life
insurance?
5. Do you have disability and long-term care
insurance?
14. We can help! These are concerns that we take
very seriously and through our affiliated entity
FAS Investments, Inc. we help our clients
achieve their financial dreams and goals.
Securities offered through _1st Global
Capital Corp., member NASD/SIPC
15. Are you committed to preserving your wealth
over the long term and creating a lasting
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legacy?
Do you want to be sure your estate is handled
in the way you want it to be with assets
transferred with minimal tax consequences?
16. We can help! We help our clients with:
1. Estate planning
2.
2 Wealth preservation
3. Wealth transfer
4.
4 Trusts
17. We are here to serve all your personal and
business financial needs, from accounting and
business consulting to tax planning and
preparation as well as comprehensive financial
planning services.