Our Services

Process of work

FCPLAN offers an extensive range of professional services

When you choose FCPLAN, you can trust that your financial matters are in capable hands. Our team works diligently to stay updated with the latest industry trends and regulations, ensuring that we deliver accurate and effective results tailored to your specific requirements.

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Accounting Services

✔  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

Financial Advisory Consulting For Individuals

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

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Financial Advisory Consulting Outsourcing For Corporate Clients

✔  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

Annual Tax Preparation

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

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Your Partner for Financial Success

Experience Excellence in Financial Consulting and Achieve Your Goals!

We understand that each client is unique, which is why we take the time to listen and understand your goals and challenges. By working closely with you, our team will develop customized strategies and recommendations to help you achieve financial success.

Experience the difference of working with a team of dedicated experts. Contact us today to learn more about how we can assist you in reaching your financial goals.

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