Financial Services
J.P. MARSH & Co. can
provide you and your business with a full range of financial advisory services.
Tax
Planning & Preparation
J.P. MARSH & Co. prepares
all required tax returns to assure that you are paying no more taxes than necessary.
Throughout the year we will monitor tax law changes that will affect you, recommend tax
saving strategies and serve as your advocate in tax matters.
Investment
Review
J.P. MARSH & Co. acts as
a sounding board for your investment ideas and suggests the best structure to maximize
your after-tax return.
Recordkeeping
and Reports
J.P. MARSH & Co. designs
accounting systems to fit your business and personal financial affairs.
We also prepare payroll reports, journals, general ledgers, reports to state and federal
agencies, and other financial records and reports.
Business
Problem Solving
As you start a
business, J.P. Marsh & Co. helps you select the proper organizational structure and
secure adequate financing. J.P. Marsh & Co. works with you and your banker, lawyer,
insurance agent, and other advisors to solve your business problems. You receive
assistance with loan applications, pricing, credit policies, cash flow, cost controls and
your other business needs. If you have a financial problem we can't solve, you'll be
directed to a specialist for assistance.
Financial
Statements & Audits
J.P. MARSH & Co. can
prepare or supervise the preparation of financial statements. Compilation, review, or
audited statements can be provided according to your needs. Helping you to use the
statements in managing your business and increasing your profitability is an important
aspect of our service to you.
Financial
& Estate Planning
J.P. MARSH & Co. is your
financial consultant, working with you to increase your net worth, then planning with you
to minimize estate taxes. A total program including an analysis of net worth, investment
review, family business transfers, is available to assist you in maximizing benefits for
you and your heirs.
