Our Services
CPA Strategy offers the following services to businesses:
- Business Strategy Consulting and Solutions,
- Compilations, Reviews, and Financial Statement Auditing
- Operation Streamlining Strategies
- Weekly, Monthly, Quarterly, and Annual Accounting
- Not-For-Profit Set Up and Development
- New Business Set Up and Development
- Controller Services
- Tax Audit Assistance (IRS, State, and Local)
- Tax Planning, Research, and Consultation
- Estate Tax Preparation and Consultation
- Money and Tax Savings Strategies
- Financial Planning Investing and Insurance
- Tax Preparation for Individuals, Corporations, Partnerships, Not-for-Profits, Trusts and Estates
- Sales Tax, Payroll Tax, and Local Tax Form Preparation
In addition to the services listed above, James A. Hillman, CPA, also offers internal control evaluations, monthly accounting, financial audits, payroll services, income tax preparation, income tax audits, financial statement reconstruction, controllership services, business consulting, and wealth maximization strategies.
Personal Financial Planning
As a small business enterprise, James A. Hillman, CPA, understands the need to maximize profits while saving money at the same time. Our individualized services help customers achieve the financial security their families deserve. Moreover, our comprehensive process effectively utilizes insurance, investments, and industry information to protect, preserve and grow assets.
Personal Financial Planning is essential because at some time in your life you'll probably have to…
- Plan for retirement
- Educate children or grandchildren
- Build wealth
- Invest and manage an inheritance
- Provide for premature death or a disability
- Save for a short-term financial goal
- Protect yourself from income and estate taxes
In addition to the planning process, we also offer the following:
Life Insurance
Whole
Variable
Term
Universal
Annuities
Variable
Guaranteed
Retirement Plans
IRA
Roth IRA
SEP Plans
Rollover IRA's
Disability Insurance
Long-Term Care Insurance
Investments
CD's
Mutual Funds
Managed Accounts
