Bechtler Parker & Watts

Specialties

• Accounting
• Tax Preparation
• Addressing Questions About Lifestyle, Social Security, Pensions, Medicare, and Long-Term Insurance
• Arranging Proper Level of Care, Transportation, and Caregiver Assessment
• Assistance With Check Writing and Checkbook Balancing
• Business Services
• Determining Current and Long-Term Cash Flow Needs by Analyzing Income and Expenses
• Financial Advice
• Financial Planning
• Handling Day-to-Day Financial Transactions Such as Home Repairs, Routine Maintenance
• Emergency Medical Expenses
• Identifying and Planning Their Retirement Income, Needs, and Goals
• Internal Controls
• Making Sure Money is Received, Receipted, and Deposited
• Monitoring Investment Portfolio and Other Assets in Conjunction With Their Investment Advisor
• New Business Formation
• Non-Profit Organizations
• Offering Second Opinions Regarding Household Issues and Unexpected Situations
• Organizing and Reviewing Personal, Financial Documents to Determine What Needs to Be Addressed
• Organizing and Reviewing Legal Documents to Determine What Needs to Be Addressed
• Payroll
• Planning Retirement Account Distributions and Safeguard Against Improper Disbursements
• Preparing an Inventory of Personal Assets and Investments
• Preparing, Planning and Filing Income, Trust, Gift and Estate Tax
• Providing Referrals to Local Services and Agencies
• QuickBooks Manufacturing and Wholesale Edition
• QuickBooks Non-Profit Edition
• QuickBooks Online Edition
• QuickBooks Point of Sale Software
• QuickBooks Premier
• QuickBooks Premier Contractor Edition
• QuickBooks Premier Non-Profit Edition
• QuickBooks Premier Professional Services Edition
• QuickBooks Pro
• QuickBooks Professional Services
• QuickBooks Retail Point of Sale
• QuickBooks Services
• QuickBooks Simple Start
• Reviewing and Paying Household Bills, Budgeting, and Record Keeping
• Reviews and Compilations
• Small Business Accounting
• Succession Planning
• Tax Service