Other Services

At Professional Business Services, Inc., we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, and estate planning services, we can help you to achieve your goals.

Educational Funding

More than ever, a college education is the key to the future, but college costs are rising rapidly, far outstripping the normal rate of inflation, and many sources of financial aid have disappeared, leaving many young people staggering under the weight of student loan debt. As a result, planning for your family’s educational needs is more important than ever before. At Professional Business Services, Inc., our financial expertise can help you to determine the best approach to save for your children’s education, including setting up 529 plans, prepaid tuition plans, or Coverdell accounts, and to take advantage of other tax-favorable treatment of education expenses, such as the Hope and Lifetime Learning Credits.

Retirement Planning Services

It is never too early to start planning for retirement if you want to maintain your current lifestyle, or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. At Professional Business Services, Inc., our retirement planning specialists listen to your objectives and goals, evaluate your current circumstances, and collaborate with you to formulate a comprehensive, achievable retirement plan. We compare the relative benefits of stocks, bonds, and other retirement assets, and explain the differences between retirement plans, including standard IRAs, tax-deferred annuities, and Roth IRAs. No matter where you are now – whether just starting out or close to retirement age - Professional Business Services, Inc. can analyze your projected income and expenses and suggest investment funding techniques to help put you on the road to achieving your retirement dreams.

Cloud-Based Secure Portal

We offer a cloud-based secure portal that allows you to upload your documents securely and we can send you documents securely. There is a small annual fee associated with this service. For an additional fee, you can store your important documents (using the most secure internet technology) so that you have a separate backup in case of disaster. If you choose, we can deliver your copies of your tax returns and documents to you as well using our secure portal if you choose to go completely paperless. Of course, if you use this system, we also recommend saving a copy on your local computer so there are redundant back-ups (always recommended when going totally paperless.)