Broker Check

Roger W. Harrelson, CPA, LLC
Harrelson Financial Group, LLC

Services

At Roger W. Harrelson, CPA, LLC, we take care to provide our customers high quality services, personalized for their unique needs.

We provide a variety of services including:

Accounting Services

  • Bookkeeping
  • Compiled Financial Statements
  • Bookkeeping and Payroll Analysis
  • Business Start-Up and Entity Selection
  • Business Consulting

Taxes

  • Individual
  • Corporate
  • Partnerships
  • Estates & Trusts
  • Non-Profit
  • Gift
  • Income Tax Planning

Financial

  • Advisory Services*
  • Retirement Strategies
  • Estate Planning
  • Investment Management*
  • College Savings Plans*
  • Employer Retirement Plans*
  • Life Insurance and Annuity Products.



*These services are offered by Drew Welp through his affiliation with HD Vest.