Dating back to 1952, the firm of Seymour & Associates, S.C. has a proven track record of providing services of an exceptional quality in a timely manner. Our firm strongly believes that the process of performing our services including outstanding customer service is equally as important as the final product.

Business Improvement

  • Growing Your Business
  • Profit Improvement Potential
  • Strategic Planning & Action Plans
  • Vision & Mission Development
  • Core Differentiators
  • Key Performance Indicators

Business Monitoring

  • Income Tax Projections
  • Cash Flow Projections
  • Budget Preparation
  • Key Financial Ratios
  • Advisory Meetings

Income Tax Return Preparation & Planning

  • Corporate
  • Partnership
  • Fiduciary
  • Individual

Financial Statements

  • Compiled
  • Reviewed

Special Projects

  • Choice of Entity
  • Buy/Sell Agreements
  • Buying or Selling a Business
  • Succession Planning
  • Financing Assistance
  • Business Plans
  • Retirement Plan Choice
  • Buy vs. Lease

Individual Services

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Tax Planning
  • College Funding Planning
  • Charitable Giving Planning
  • Inheritance Planning
  • Life Insurance Review
  • Disability Insurance Review
  • Long Term Care Insurance Review
  • Investment Portfolio Review
  • Second Opinion Services

QuickBooks

  • Set-up
  • Training
  • Ongoing Assistance