Our Services

Catering to Small Business

 Joel Thum provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

  • Tax Management Services
  • Advisory Services
  • IRS Representation
  • Accounting Services
  • Estate and Trust Planning & Tax Preparation
  • Bookkeeping / Write-up
  • Payroll Services
  • Mergers, Acquisitions, and Sales
  • Financial and Retirement Planning
  • QuickBooks Accounting Help and Assistance
  • Entity Selection and Restructuring
  • Employee Benefits, Pension, and Profit-Sharing Plans
  • Cash Flow and Budgeting Analysis
  • Debt and Finance Advising

Please fill out the Contact Information or Schedule an Appointment Today!

15 Years Experience

Quick Turnaround

Personal Assistance

COVID Safety Protocols

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