Retirement Planning & Other Consulting Services

• Consult on retirement plan issues
• Train personnel on completing payroll tax returns, sales tax returns and/or CAT tax (Ohio)
• Train personnel on completing year end payroll filing requirements and year end Forms 1099-Misc, 1099-INT, 1099-DIV, 1096, etc.
• Complete the annual unclaimed funds reports - required of every entity organized to do business, whether for profit or non-profit

I assist with important decisions relating to your retirement. My role is to provide pros and cons to scenarios so you can make informed decisions. I will evaluate whether you are contributing enough to your retirement to afford the same lifestyle then that you currently enjoy.

I provide training for personnel wanting to complete their own payroll and provide tips to avoid overlooking the multitude of due dates.

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