Because we are a small firm, CWR Financial Services, LLC can provide a broad range of personally tailored services to its Individual and Small Business clients. While the list below gives a general overview of services provided, the primary focus of our firm is to provide personal attention to the needs of all our clients. Should you desire services that are not included in the list below, we would be happy to meet with you to discuss your individual financial services needs.

	• New Business Entity Selection
	• QuickBooks® Selection and Set-Up
	• Automated Bookkeeping Services
	• Automated Payroll Services
	• Financial Recap and Analysis Reports
	• New Business Formation Consulting
	• QuickBooks® Training and Consulting
	• Bank Reconciliations and Cash Balance Reports
	• Financial Statement Preparation
	• Cash Flow Projections

	• Income Tax Research and Planning
	• Electronic Tax Filing
	• IRS Audit Representation
	• Payroll Tax Preparation
	• Depreciation Schedules
	• Individual Income Tax Preparation
	• Small Business Income Tax Preparation
	• Sales Tax Preparation
	• Personal Property Tax Preparation
	• Annual W-2 and 1099 Preparation

	• Budget Preparation
	• Cash Flow Statement Preparation
	• Retirement Planning
	• Risk Management Assessment
	• Net Worth Statement Preparation
	• Education Funding
	• Estate Planning
	• Asset Allocation and Investment Planning

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