Advanced Planning Analysis

 

Advanced Planning Analysis

$499.00

Get an analysis and written report based on your financial goals for the upcoming year and gain insights on how to adjust your plan during a pandemic.

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Description

This is an in-depth analysis for business and property owners that results in a written report provided at the conclusion of our analysis. The report will include an Income Statement, Balance Sheet, Risk Management Analysis, and a Guidance Outline that may be used for future legal and/or accounting advice purposes.

Required client participation: Questionnaire answers, past year income tax information (from forms 1040, 1041, 1120, 1065), a statement of your goals, objectives and projections for 2021.

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