Business Setup
At Creighton Financial Services, we help entrepreneurs to start their business(es) by providing guidance and recommendation of ideal business entities and articles of incorporation, help with business tax receipts applications, registration with the IRS and procurement of EIN. In addition, we provide annual reports and business tax receipt renewal services.
Business entity choices and filing: recommendation of ideal business entity (e.g., LLC, C-Corp., S-Corp, sole proprietorship); creation of articles of incorporation (registration with the State of Florida)
State, county, and local business tax receipts applications: Determining the governing bodies that are relevant to the new business and completing their respective requirements (e.g., Florida Department of Revenue, Palm Beach County, City of West Palm Beach)
Federal tax identification – IRS (EIN): Completion of federal tax registration with the IRS; procurement of business “social security number”
Annual Report and business tax receipt renewal: annual renewal of business identity status; annual filing of business tax receipts at state, county, and local level
Accounting & Bookkeeping
We work with you, business owners, to create service packages that fulfill your exact needs and budget. We go over each category below and MORE to assess how much work and/or training is needed.
- Income and Expenses
- Inventory
- Invoicing
- Journal Entries
- Reporting
- Taxes
Business Taxes
We provide a full range of tax services for your business while holding the highest ethical standard of practice that can include some or all of the items below:
- Tax Consultation
- Tax Planning
- Tax Filing status
- Tax Preparation and Filing
- Tax Situation Analysis
- Tax Research
Individual Taxes
We work with you to find the right filing status and all available deductions to lower your tax bill or maximize your refund while holding the highest ethical standard of practice. We also include EDUCATION in all our tax services. Our goal is to equip you with the information you need to be in charge of your own taxes. Some of our services include:
- One-one-one Consultation
- Tax Return Preparation
- Electronic Filing
- Basic Tax Planning
- Amended Returns
- Side hustle/gig economy tax returns
Personal Finance
We work with clients to teach and empower them to succeed in their financial goals. From simple budgeting to long-term savings planning, we provide services to put you in control of your finances and future. Our services include:
- Budgeting
- Tax planning
- Long-term savings and budgeting planning
