Our Services

At Coonrod Financial Group, we strive to meet the specific needs for each of our customers. Our clients can save money and time by utilizing our accounting & financial services.

Services that our team of professionals offer include, but are not limited to:

Advisory & Investment Services

Wealth Management
IRA Rollovers
Retirement Planning
Estate Planning
College Planning
Generational Wealth Transfer
Tax Efficient Income Distribution
Charitable Giving Strategies
Insurance & Risk Analysis
Employer Group Plans

Tax & Accounting Services*

Accounting/Bookkeeping for Businesses & Individuals
Tax Preparation/Planning for Businesses & Individuals
Payroll Preparation
Preparation of Monthly/Quarterly Sales & Payroll Tax Returns
Annual Preparation of W-2's &1099's
New Business Consultation
Business Advisory/CFO Services
Entity Structuring
Tax Forecasting & Projections
Nonprofit Accounting/Form 990 Preparation

For more information about any of our services, feel free to contact us today! We look forward to hearing from you.

*Kestra IS and Kestra AS do not offer tax or legal advice.