Friday, July 21, 2017

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.


Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.



Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.


Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.


Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.


Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.


Business Valuations

We specialize in a multi-dimensional approach to valuing small business for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes.



A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed.


Vehicle Financing

  • Auto Rebate OR Low Interest Financing
  • Auto Lease versus Buy (graphical)
  • Auto Lease versus Buy (personalized)
  • Auto Loans
  • Home Equity versus Auto Loan

Loan Calculators

  • Amortizing Loan Calculator (graphical)
  • Amortizing Loan Calculator (personalized)
  • Loan Comparison Calculator
  • Loan Prequalification Calculator

Home Ownership

  • ARM versus Fixed Rate Mortgage
  • Maximum Mortgage (graphical)
  • Maximum Mortgage (personalized)
  • Mortgage Qualifier
  • Mortgage Loan Calculator (PITI) (graphical)
  • Mortgage Loan Calculator (PITI) (personalized)
  • Mortgage Comparison: 15 vs. 30 years
  • Refinance Breakeven (graphical)
  • Refinance Breakeven (personalized)
  • Adjustable Rate Mortgage Calculator
  • Rent versus Buy

Business Calculators

  • Cash Flow Calculator
  • Working Capital Needs
  • Equipment Lease versus Buy
  • Financial Ratios
  • Breakeven Analysis
  • Business Valuation

Savings and Investments

  • Savings Goals
  • Savings Calculator
  • Savings, Taxes and Inflation
  • College Savings (graphical)
  • College Savings (personalized)
  • Compound Interest and your Return
  • Investment Distributions
  • Investment Goal Calculator

Personal Finance

  • Credit Assessment
  • Home Budget Analysis (graphical)
  • Home Budget Analysis (personalized)
  • Credit Card Optimizer
  • Student Budget
  • Credit Card Payoff
  • Comprehensive Life Insurance Needs
  • Student Loan Consolidation and Payoff
  • Net Worth (graphical)
  • Net Worth (personalized)

Retirement and Planning Tools

  • Roth vs. Traditional IRA
  • Retirement Planner
  • Roth IRA Conversion
  • Social Security Benefits
  • Required Minimum Distribution
  • Retirement Shortfall
  • 401(k) Savings Calculator
  • Retirement Income

Tax Calculators

  • Payroll Deductions
  • 1040 Tax Calculator
  • Marginal Tax Calculator
  • Taxable vs. Tax Advantaged Investments
  • Earned Income Credit (EIC) Calculator
  • Estate Tax Planner

Thursday, July 20, 2017


Contact :
Jeongmi Park
Certified Public Accountant

Mobile: 843.229.9847
Fax : 843.669.0052

Address :
1928 W. Evans St.
Florence, SC 29501