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
