Broker Check

Products & Services

We provide assistance in the following areas:

Income Tax Preparation

  • Sole Proprietors, Corporations, Partnerships, LLC
  • Farms, Ranches, and Other Agriculture Activities
  • Trusts, Estates, and Non-Profits
  • Tax Planning for Individuals and Businesses
  • Texas Franchise Tax
  • Form 1040 Individual Income Tax
  • Form 1065 Partnership Tax
  • Form 1120 Corporate Income Tax
  • Form 1120-S Income Tax for S Corporation
  • Form 990 Non-Profit Income Tax
  • Form 1041 Income Tax for Estates and Trusts

Accounting, Bookkeeping and Payroll

  • Bookkeeping
  • Payroll
  • Financial Statements
  • Financial Processes and Procedures - Development and Implementation
  • HR Consulting

Business Planning & Consulting

  • EIN Application
  • DBA Registration
  • Type of Entity Selection (LLC, Sole Proprietorship, Partnership, Corporation)
  • Entity Formation
  • Business Insurance Selection
  • Business Start Up

Investments*

  • Mutual Funds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity

Financial Strategy*

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance


*These services offered by Kent Lashley and his affiliation with HD Vest Investment ServicesSM.