| Cash Tracks Financial Inc |
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Because our firm is small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. 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. To schedule an appointment, you can click on "booknow."
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| (Click Service Title For Details) |
| Tax Preparation | ||
| Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. | ||
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| Term Life Insurance | ||
| We offer 10, 20, and 30 year level term life insurance plans from a variety of companies. Some plans offer a return of premium benefit. We can do the shopping for you and get you the best rate. | ||
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| Online Tax Preparation | ||
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| Save time and money by preparing and filing your federal and state individual income tax returns online! Click the button above for more information. | ||
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| Medicare Supplemental Insurance | ||
| We offer plans A-J from a variety of quality companies including: United of Omaha, United Healthcare, and Genworth Financial. If you are on Medicare or approaching eligibility, check out our rates. | ||
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| IRS Representation | ||
| As an Enrolled Agent Marcelino Dodge is a federally-authorized tax practitioner who is empowered by the U.S. Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. | ||
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| Financial Services | ||
| A wide variety of financial services are available for both individuals and businesses. Please, check our internet links for more information. | ||
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| Payroll Services | ||
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. We are still accepting new clients. | ||
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| Employee Benefit Programs | ||
| Group health insurance, HSA's, supplemental insurance through AFLAC, and flexible spending accounts are just the beginning of the employee benefit programs we offer. Please, contact us for more information. | ||
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| Tax Planning | ||
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. | ||
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| Accounting Services | ||
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Computerized payroll services *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements We are still accepting new clients. |
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| Consulting Services | ||
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services: *Type of entity selection *Buying/selling a business *Financial & retirement decisions *Estate, trust & gift planning *Employee benefit programs |
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