Our Services
At E.T.A. Investment & Tax Advisors, we provide assistance in the following areas:
Business
- Business Plans
- Loan Proposals
- Payroll Services
- Bookkeeping Support
- Financial Statements
- Quickbooks Advisor
- Strategic Planning
- Retirement Plans
- Website Design
- Enterprise Valuation
- Succession Planning
- Tax Preparation
Investment & Retirement
- Asset Allocation
- Risk Assessment
- Accurate Information
- Debt Counseling
- Capital Preservation
- IRA`s & Rollovers
- 401k Consulting
- Fixed Income
- Investments
- TAX FREE Income
- TAX CREDITS
- Full Brokerage Services
- Tax Preparation
Tax Preparation (Federal and All States)
- Individual, Farm, Sole Proprietorships
- Partnerships
- Limited Liability Companies
- Estates
- Non-profits
- All corporations
Trusts & Estates
We provide initial information and assistance to reduce the legal time required to write an efficient and effective trust, and help you properly transfer assets to your trust. We are available for any questions that may arise and to assist with administrative tasks. We work with you and one of the premier trust attorneys in Kentucky to offer this exceptional value for you and your family.
- Living Trusts
- Insurance Trusts
- Charitable Trusts
- Avoid Probate
- Preserve Privacy
- Asset Management & Desired Distribution
- Provide for Minor or Disabled Children
- Estate Planning Tools
- Investments
- TAX FREE Income
- TAX CREDITS
- Full Brokerage Services
- Tax Preparation
E Thomas Associates Inc. is a registered investment advisor in Kentucky.
Dave Smith & Tony King are Registered Representatives of and securities are offered through Dalton Strategic Investment Services, Inc., member FINRA & SIPC. 6408 River's Edge Rd, Greenville, OH 45331
.