Financial Accounting
      Services
We are pleased to welcome you to
our office and we will do
everything we can t make your
       thi          to  k
visit a...
While you’re waiting, we’d like to
tell
t ll you about our fi
          b t      firm…
   The firm was founded in 1994 and has 2
    partners:

                            Fred Karma, EA, MBA



             ...
   We have 3 other team members.




Cathy Braico Staff
      Braico,                            Vicky
   Tax Preparer   ...
We offer all the services that you’d normally
expect from a tax accounting firm including…
  p                          g ...
We provide our business clients with:
1.   Financial statements
2.
2    Comprehensive bookkeeping services
3.   Accounting...
We provide a comprehensive range of tax
    services including:
   Preparation of individual, business, estate, and
     ...
But
      We’re
          Different!
In addition to the “standard” tax firm, we offer
                    standard
a full range of other services NOT normally
...
   Does your company have a pension or profitprofit-
    sharing plan?
   If so, is it achieving y
         ,           ...
We can help! We regularly assist our clients in
     addressing pension plan and profit-sharing
     plan issues :

1.   P...
1.   Are y on track to reaching all y
          you                   g    your
     retirement dreams and goals?
2.   Are...
We can help! These are concerns that we take
very seriously and through our affiliated entity
FAS Investments, Inc. we hel...
Are you committed to preserving your wealth
over the long term and creating a lasting
            g                 g     ...
We can help! We help our clients with:
1.   Estate planning
2.
2    Wealth preservation
3.   Wealth transfer
4.
4    Trusts
We are here to serve all your personal and
business financial needs, from accounting and
business consulting to tax planni...
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Temecula Accountants call 951-719-1515

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Looking for Temecula Accountants? Then checkout Financial Accounting Services of Temecula. We provide professional accounting and tax preparation in the Temecula area. Call now for quickbooks training and more!

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Transcript of "Temecula Accountants call 951-719-1515"

  1. 1. Financial Accounting Services
  2. 2. We are pleased to welcome you to our office and we will do everything we can t make your thi to k visit a pleasant one
  3. 3. While you’re waiting, we’d like to tell t ll you about our fi b t firm…
  4. 4.  The firm was founded in 1994 and has 2 partners: Fred Karma, EA, MBA and Nicole Albrecht, EA Albrecht
  5. 5.  We have 3 other team members. Cathy Braico Staff Braico, Vicky Tax Preparer Assadourian, Administrative Assistant Michael Klein, Financial Advisor
  6. 6. We offer all the services that you’d normally expect from a tax accounting firm including… p g g
  7. 7. We provide our business clients with: 1. Financial statements 2. 2 Comprehensive bookkeeping services 3. Accounting software training and implementation on QuickBooks®
  8. 8. We provide a comprehensive range of tax services including:  Preparation of individual, business, estate, and p , , , trust tax returns  Tax planning p g  Business Consulting  Representation of clients during tax audits p g  Incorporation set up
  9. 9. But We’re Different!
  10. 10. In addition to the “standard” tax firm, we offer standard a full range of other services NOT normally offered by accountants…
  11. 11.  Does your company have a pension or profitprofit- sharing plan?  If so, is it achieving y , g your objectives? j  If you don’t have a plan, is it time to set one up? p
  12. 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 p g 4. Compliance with IRS and other regulations
  13. 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. 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. 15. Are you committed to preserving your wealth over the long term and creating a lasting g g g 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. 16. We can help! We help our clients with: 1. Estate planning 2. 2 Wealth preservation 3. Wealth transfer 4. 4 Trusts
  17. 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.
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