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  • The Lean CFO by Nick Katko

Services

Accounting Services

As QuickBooks Certified Pro Advisors, we focus our accounting services on assisting small businesses with QuickBooks, which includes:

  • QuickBooks set up and training
  • Preparation and analysis of financial statements
  • Monthly bank reconciliations
  • Monthly closing of books
  • Payroll processing and payroll tax preparation
  • Sales tax
Intuit Certified Pro Advisor

Tax Planning, Preparation and Compliance

  • Tax return preparation (Individual, C-Corp, S-Corp, LLC, Partnership, 1099s)
  • Review & preparation of quarterly estimated tax payments
  • Assess tax developments to determine changes to tax planning strategies
  • Business entity selection from a tax perspective
  • Retirement planning options to minimize tax impact
  • Initial tax registrations
  • IRS, state & local representation & communication on all tax notices
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Social Security Planning

We provide consulting for individuals and couples in understanding and maximizing their lifetime social security benefits, which includes:

  • How married couples can use restricted application and claim and suspend to maximize benefits
  • Benefits for divorced spouses; surviving spouses and children
  • Impact of electing to receive benefits before full retirement age and delaying benefits past full retirement age
  • Annual earnings test before full retirement age
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  • Contact Us

    • nkatko@strategicfinancialsolutions.net
  • Useful Links

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  • © Copyright 2023 Strategic Financial Solutions - 971 Cooper Drive
 Lexington, KY 40502
  • 859-396-5988 | nkatko@strategicfinancialsolutions.net