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Our Services

Greg Homesley MBA CPA CFP® / Homesley Wealth Management provides comprehensive tax, accounting, and financial services for retirees, professionals, executives, and small business owners.

TAXES

Taxes for Individuals

  • Federal and state individual income tax return preparation
  • Federal and state trust and estate income tax return preparation
  • Tax saving strategy planning for individuals, trusts and estates
  • Representation in IRS audits and help with IRS notices
  • Tax saving strategy planning for retirement

Taxes for Businesses

  • Federal and state business income tax return preparation
  • State franchise tax return preparation
  • Tax saving strategy planning for businesses
  • Representation in IRS audits and help with IRS notices
  • Representation in state tax audits and help with state tax notices
  • Payroll tax preparation
  • Sales tax preparation

ACCOUNTING

Accounting Services

  • Budget planning for personal and business
  • Compilation of financial statements
  • Bookkeeping services
  • Payroll assistance
  • Software consulting for personal and business

Consulting Services

  • CFO services for small to large businesses
  • Business and management consulting
  • College funding planning

FINANCIAL SERVICES

 

  • Comprehensive Personal Financial Planning
  • Investment Advisory Services
  • Managed Investment Accounts
  • Life insurance
  • Annuities
  • Mutual funds
  • Real Estate Investment Trusts
  • College Savings Plans