Haney CPA Group and Haney Financial Services provide a wide range of professional services to both individuals and businesses.
The following services are primarily available through Haney CPA Group:
- Tax Preparation and Planning
- IRS Representation
- Government Notices
- State and Local Taxes
- Financial Statement Reporting
- Tax Audit Services
- Multi State Tax Returns
- 'Catch Up' Tax Returns
- Litigation Support
- Estate, Trust, and Gift Planning
- Business/Management Advisory Services
- Strategic Planning
- Payroll Processing
- Accounting
- QuickBooks Consulting
- Financial Planning
- Investment Advice
- Wealth Management/Preservation
- Retirement Planning
- Business Succession Planning
- New Business Set-up
Haney Financial Services provide the following complementary services:
- Asset Allocation
- Investment Advice
- 529 Plans
- Account Set-Up/Account Transfers
- Quarterly Investment Statements
- 401K or IRA set-up
- Legacy Planning
- Continuous Review of Asset Activity
- Investment Evaluation
- Risk Tolerance Analysis