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TWM Services


Tax & Business

Tax Planning | Business Planning | Estate Planning

Individual Returns | Business Returns: Sole Proprietorships, Partnership & LLCs, Corporations

Estate/Trust/Gift Returns

Payroll Taxes: Quarterly Reports, W-2s & 1099s

Financial Statements: Audits, Reviews, Compilations

Sales & Exchanges


Financial

Financial Check-Up | Retirement Planning | College Planning | Estate Planning

IRAs* | Roth IRAs* | IRA Rollovers*

Pension Plans* | SEP-IRAs | Simple IRAs | 401(k)s

Mutual Funds* | Stocks* | Bonds* | Annuities*

Life Insurance | Long Term Care Insurance


*Investment and financial planning services are offered by David Mendenhall, Paul Witzke, Bill Heck, Paul Cramer, & Robert Barry through their affiliation with HD Vest.