Services

While developing a customized financial program, Gary Thompson, CPA and his team will walk you through a step-by-step process that will allow you to feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the appropriate products and services.

Thompson Financial Management offers the following financial services:

• Investment Management
  
• Tax return preparation
  
• Compiled business financial statements
  
• Tax management stategies
  
• IRS Correspondence
  
• Retirement Strategies
  
• Estate conservation
  
• Insurance and annuity products
  
• Quickbooks consulting
  
• Personal financial statements
  
• Payroll processing
  
• Business consulting
  
• Individual budgeting & debt reduction