✔ Financial statement preparation: reviews and compilations
✔ Income tax preparation and compliance
✔ Income tax planning and consulting
✔ Monthly, quarterly, and annual financial reporting statements
✔ Implementation of new accounting software packages
✔ Bill paying services
✔ Business management
✔ Payroll and sales taxes
✔ Accounting assistance
✔ Bookkeeping
✔ General ledger review
✔ Financial assessment reports
✔ Business start-up consulting
✔ Budgeting and forecasting
✔ General business consulting
✔ Employee benefits consulting
Pension Planning
✔ Strategies to maximize owner’s contributions
✔ 401(k) and pension solutions
Business Succession Planning
✔ Keyman and golden handcuff strategies
✔ Creation of plans that consider the objectives of both the current and future generations
Estate Tax Planning
✔ Trust coordination handcuff strategies
✔ Life insurance funding to create liquidity
Group Benefits
✔ Designing and implement group benefits utilizing the advantages of executive carve outs and voluntary products
✔ Accounts payable/receivable
✔ General ledger accounting
✔ Account reconciliations.
✔ Fixed asset management
✔ Month, quarterly and year-end closings
✔ Payroll tax and sales tax return preparation
✔ Cash flow management
✔ Implementation of new accounting software packages
Services for Individuals
✔ Tax compliance and planning
✔ Tax return preparation
✔ Personal income tax planning
✔ Estate and gift tax planning
✔ Estate and trust administration
✔ Financial planning
✔ Tax services for U.S. citizens abroad
Services for Businesses
✔ Sales and payroll tax return preparation
✔ Income tax return planning and preparation
✔ International tax planning
✔ Form of ownership and employee benefits tax planning
✔ Assistance in the selection of accounting methods, legal organization and financial reporting
Contact Us
We’re here to help! Whether you have questions, need assistance, or want to discuss your financial needs, our team at FCPLAN is ready to assist you. Get in touch with us today and let’s start the conversation.
Get In Touch
- (857) 302-9669
- contact@fcplanmanagement.com
Hours
- Mon-Fri 9:00AM - 5:00PM
Fill out the form below and we will contact you as soon as possible!
Address:
80 Everett Ave Chelsea, MA 02150
Your trusted financial partner. Accounting, advisory, and tax services tailored to your needs. Achieve financial success with our expert team.
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