CLIENT SERVICES

Collins/Moody + Company, PC offers a wide range of services to our individual and business clients. Because of our firm's local character, our clients benefit by getting personalized, quality service. Below we have listed some of the more common services that we offer to our clients.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

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Bookkeeping/Write-Up

Cash Flow & Budgeting Analysis

Financial Forecasts & Projections

Financial Statements

Reviews & Compilations

Business Consulting

Business Entity Selection

Buying & Selling a Business

Estate Planning

Financial Planning

Investment Review

Pension & Profit Sharing Plans

Retirement Planning

Asset Protection

Employee Benefit Plans

Insurance Review

IRS Representation

Payroll Services

Tax Planning

Tax Preparation