Our Services

Through our CPA and Wealth Care firm we are able to offer the traditional services of a CPA, plus help you meet the complex challenges of today by providing financial advisory and wealth accumulation services for individuals, families, and businesses. We offer a broad range of services and products that are unavailable from most firms.

  Comprehensive Wealth Care

                           Tax Planning and Return Preparation

                           Management Services

                           Financial Statement Preparation

                           Payroll Preparation

                           "Accounting CS Software"

                           Custom checks, deposit books, and "one-write"  systems

Comprehensive Wealth Care

We help find solutions for real everyday financial problems using a wide range of financial services, including securities*, fee-based asset management programs*, risk management solutions, retirement planning services*, and insurance services. Applying these services, we help by providing:

  • Financial Services for Businesses
    • Business Succession Planning
    • Business Overhead Protection
    • Employee and retirement benefits
  • Personal Estate Management Services
    • Estate organization and tax reduction
    • Retirement Planning
    • Education Planning
    • Family Protection Planning
    • Elder Care and Asset Preservation
    • Planning for Special Needs and Life Changes
    • Charitable Planning
  • Personal Investment Strategies
    • Personal Investment Accounts+
    • Private Money Managers*
    • Tax Advantaged Investments+
    • Fee-based Managed Portfolios* 
  • Insurance Services
    • Asset Protection
    • Business Succession
    • Estate Planning
    • Non-qualified retirement strategies
    • Disability
    • Long-term care

+ Securities offered through 1st Global Capital Corp., Member FINRA, SIPC
* Investment Advisory services offered through 1st Global Financial Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
 
Peter Muphy is currently licensed to offer securities in Indiana and Florida.  This is not an offer to sell securities in any other state or jurisdiction.

 

Tax Returns

We prepare federal and state income tax returns for individuals, partnerships, LLC's, and corporations, both "Regular" and "S-Corporations". These include:

  • Form 1120 Corporate Income Tax Return
  • Form 1120S S" Corporation Income Tax Return
  • Form 1040 Individual Income Tax Return
  • Form 1065 Partnership Income Tax Return
  • Form 990 Not-for-Profit Income Tax Return
  • Form 1041 Fiduciary Income Tax Return
  • Form 790 Gift Tax Return

We also prepare Sales and Use Tax, Property Tax returns, all Payroll Tax returns, and other returns required of individuals and businesses.

Contact us regarding AuditGuard and how it can remove the fear 
of that letter from Uncle Sam!

Management Services
Management Services provide businesses with analysis and problem identification that they may not have abilities to do on their own. These include:

  • Asset management

  • Accounts payable services

  • Accounting system design

  • Budget preparation and monitoring

  • Business organization and reorganization

  • Business purchases and sales

  • Business valuation

  • Cash flow analysis

  • Consulting services

  • Financial analysis and planning

  • Fringe benefit selection

  • Internal control services

  • Loan analysis

  • Lease analysis

  • Payroll administration

  • Payroll consultation

  • Pension management

  • Real estate purchases and sales

  • Sales analysis

  • Stock purchases, distributions, and repurchases

  • Tax consulting

  • Workers' Compensation services

Financial Statements
We provide Review and Compilation services for nonpublic companies. Statements can be provided monthly, quarterly, annually, or as needed in order to assist companies understand the operation of their businesses.

  • Monthly Financial Statement Preparation 

  • Quarterly Financial Statement Preparation

  • Annual Financial Statement Preparation

  • Reviewed Financial Statement Preparation

  • Comprehensive Financial Management Assistance

Payroll Services
We prepare accurate, timely, confidential payroll services. Payroll periods may be weekly, bi-weekly, or monthly. We prepare all types of payroll: tipped employees, commissions, and bonus payments. We can handle all types of withholdings and deductions: Sec. 125 and 401(k), insurance, garnishments. Direct Deposit of employee's checks is available.

"Accounting CS Software" by Creative Solutions, Inc.
"Accounting CS Software for Windows" is an innovative Windows based bookkeeping system that automates check writing and bookkeeping functions for the business person, and leaves the more complex accounting tasks for the accountant.

                       Key Benefits

  • Automate check writing

  • Easy to learn and use

  • Logical and flexible to simplify your bookkeeping work

  • Includes many options for functionality

  • Designed for non-accountant clients

  • Quick, easy processing of all bank activity

  • Includes a vendor database to ensure accuracy

  • Informative reporting

 

Daybreak Services, Inc.
Our establishment of Daybreak Services, Inc., provides a source of competitively priced disbursement checks for laser, ink-jet, and continuous printers that are compatible with all popular accounting software programs. We offer a complete line of replacement checks and journals for all one-write systems, including McBee, Safeguard, and Wilmer.