Services Provided by Woeller Financial Services

Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. We also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by your office for accuracy.

Tax Preparation and Filing

Using knowledge of federal, state, and local tax codes and publications to prepare business tax returns and make sure that our clients do not pay unnecessary taxes.

Notary Public

Notary public services will include the administration of oaths and affirmations, taking affidavits and statutory declarations, witness and authenticate the execution of certain classes of documents, and shall provide notary copies.

Exit Strategies

Combining the strengths of Woeller Financial Services LLC with Because Business Resources, an exit plan can be developed to help make retirement a true success.

Legal Services

At some point in life an attorney becomes a must. Woeller Financial Services LLC has the resources to point you or your business towards a less expensive tool for this need.

Amenities

Security and privacy for your personal and business information in a friendly home environment.

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