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Services

Jon W. Six, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Jon W. Six, CPA, 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:


Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Jon W. Six CPA provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

  • General ledger and financial statement preparation
  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • Insurance Consulting

Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

Compilation and Review

For today’s businesses, having accurate and well presented financial documents is a must. Jon W. Six, CPA can transform your pile of paper and digital records into a set of properly formatted and assembled financial statements. Even if you are the type of business owner that compiles their own statements, we highly recommend our Review services.

Let the accounting professionals at Jon W. Six, CPA provide you with a detailed review of your financials. When we are finished with our Compilation and Review process, you’ll have our best assurance that your company’s financial statements are both accurate and reliable.

Payroll Services

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our payroll services.


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