Our services include:
* Monthly Accounting Reporting
*Financial Statements, Account Reconciliations, Compilations & Reviews
* Income Tax Resolution Services
* Letters from the IRS or NYS regarding tax penalties, levies, garnishments or more? We can help. We are local, professional, confidential and we get results.
* 8 Wealth Management Issues
* Comprehensive financial review for you and your family in these areas:
Family Risk Management (Insurance)♦
Business Investment Planning
Legacy and Estate Planning
Special Situation Planning
Cash Flow and Debt Management
* New Business Orientation
* Starting a new business? Our services can assist you in setting up your financial records, tax reporting, and more to get off on the right foot! We welcome entrepreneurs!
♦ Shelly T. Terzolo and + Edward T. Terzolo Securities offered through H.D. Vest Investment Services SM Shelly T. Terzolo and Edward T. Terzolo offer Advisory Services offered through H.D. Vest Advisory Services SM. The Terzolo Financial Group, Inc. is not a registered broker-dealer or independent advisory firm.