Proven Process - JMR Financial Group

Employee Benefit Plan Administration

  • Increase Retirement Funding For Owners & Employees
  • Improve Employee Retention
  • Reduce Income Tax Liability

Certified QuickBooks Support

  • Set Up, Clean Up & Update QuickBooks Files
  • Training & File Customization

Payroll & Sales Tax Compliance

  • Custom Payroll Services
  • Tax Liability Payments Quarterly & Annual Reports, Including W-2s
  • Sales Tax Reporting, Filing and Compliance

Accounting Services

  • Outsource Business Accounting Function
  • Timely & Accurate Financial Reporting
  • Strategy/Tax Planning Meetings

Income Tax Planning

  • Review Tax Situation Prior To End Of Year
  • Decrease Tax Liability

Income Tax Preparation

  • Business & Personal Tax Returns Prepared
  • Timely & Accurate Filing

Financial Planning

  • Determine Retirement Needs & Wants
  • Set Financial Goals
  • Plan Steps to Achieve Goals

Investment Management

  • Strategies To Help Your Money Grow
  • Ongoing Analysis Of Investment Performance
  • Locally Owned Firm
  • On-Site Investment Advisors

Annual Financial Review

  • Revisit Client Goals & Circumstances
  • Modify Investment Strategy As Needed

Legacy Planning

  • Asset Preservation For Next Generation
  • Charitable Giving

Download JMR Proven Process PDF