Our Mission

What We Stand For

Building a foundation to wealth is our philosophy. Our mission is to provide clients with individualized attention in order to help them achieve their financial goals. We believe that our integrity and professional competence is the fundamental reason for our long lasting client relationships. Wealth’s Core is dedicated to provide the base, foundation and education to assist our client’s meet their needs for today and tomorrow’s wealthy generation.

Services

What We Offer

Our quality services and satisfied clients are the result of our commitment to excellence. The following list of service is not all-inclusive, but a synopsis of a wide range of services provided to individuals and businesses.

Entity Formations

  • Set up of new business LLC’S, Corporation, “S” Corporation, Partnerships or Sole Proprietorships.
  • We help with filing the proper forms and documentation needed to form a small business.
  • We Provide Articles of Incorporation, FEIN, “S” Election, sales tax number, unemployment tax number, Corporation Records Book (with all minutes) and completed stock certificates.

Bookkeeping

  • Accounting System & Intergration
  • Accounts Payable Management
  • Accounts Receivable Management
  • Bank Reconciliations (Checking & Credit Cards)
  • Electronic Document Management
  • Recording & Reconciling Payroll Transactions
  • Financial Reporting

Payroll Processing

  • Paycheck Preparation & Processing
  • Direct Deposit
  • Secure, online employee access to paystubs
  • Vendor Payments & Direct Deposit
  • Wage Garnishments
  • Vacation & Sick Pay Tracking
  • Voluntary Deduction
  • Payroll Tax Deposits
  • Quarterly Tax Filing
  • State Quarterly Tax Filing
  • W-2s, W-3s, 941, 940, 1099, etc.

Tax Preparation

  • Business Tax Return Preparation:
    • S-Corps and Corps
    • LLCs and LLPs
    • Partnerships
    • Sole Proprietorships
    • Not-For-Profits
    • Service Industry
    • Medical Practices
    • Retail
    • Restaurants
    • And many more!
  • Individual Tax Return Preparation
  • Electronic Filing
  • Multi-State Filing
  • IRS & State Tax Notices
  • Prior Year Non-filed Tax Returns

Tax Planning

  • Corporations
  • Individuals
  • Non-Profits
  • Partnerships
  • Non-Residents & Expatriates

Non-Profit

  • 501(c) and 1023 Applications
  • Internal Controls
  • 990 Tax Returns
  • Design & maintain your accounting system
  • Financial Reporting

Audits / Compilations

An audit provides the highest level of assurance. Our work includes a review of internal controls, testing of selected transacitons, and communication with third parties. Based on our findings, we issue a report on whether the financial statements are fairly stated and free of material misstatements.

We also perform physical inspections by observing your inventory counting methods and perform test counts. We document and test each operating cycle, including sales and cash receipts, expenses and cash disbursement,and payroll. Our audit papers include a detailed work program to document the examinations and testing performed, as well as the client’s suporting work papers

About Us

Who We Are

Wealth’s Core, LLC launched in 2006 to provide unsurpassable business solutions to clients in need. Our team comes with a combined knowledge of over 30 years of professional experience. We strive in keeping up with new laws and regulations as well as market trends.

The goal at Wealth’s Core, LLC is to work with individuals and small businesses to develop business solutions to elevate them to reach their goals, and be the best they can be. Every member of the Wealth’s Core, LLC team is an essential and valued attribute to, not only our business, but yours as well.

Wealth’s Core, LLC management team is comprised of highly-skilled individuals with expert accounting experience and expertise. They bring to the field an unprecedented combination of technical knowledge, direct hands-on experience and a commitment to helping small business organization and understanding of their bottom line profits.

Contact Us

Get in Touch