Accounting and Tax Preparation Services
Tax Preparation and Consulting
- Individual Income Tax Preparation
- Business Tax Preparation
- Gifts, Trusts and Estates Tax Preparation
- IRS Audit Representations
- Tax Planning and Minimization
Financial Statements
- Financial Statement Compilations
- Financial Statement Reviews
Audits and Assurance
- Financial Statement Audits
- HUD Audits
- Employee Benefit Plan Audits
- Non-Profit Organization Audits
Business Advisory Services
- Mergers and Acquisitions
- Business Plans and Projections
- Business Valuations
- Litigation Support
Payroll Services
- Applications
- Quarterly and Annual Returns
Retirement and Employee Benefit Administration
- Pension Plans and 401(k) Administration
- Profit Sharing Plan Administration
- IRA and 401(k) Rollovers
- Fringe Benefit Plan Consulting
Specialty Financial Services
- Financial Planning and Tax Consultation
- Wealth Management/Investment Services
- Small Business Advisory Services
INVEST Financial Corporation, member FINRA, SIPC, is not affiliated with Schulte Financial Group, LLC. Securities, advisory services and certain insurance products offered through INVEST Financial Corporation, a Registered Broker Dealer and a Federally Registered Investment Advisor, and its affiliated insurance agencies. INVEST does not provide tax advice.
This website may contain concepts that have legal. It is not intended to provide legal advice. You may wish to consult an attorney. INVEST does not provide tax or legal advice.
INVEST Financial Corporation's Privacy Policy
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation of offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
