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Home > Financial Services > Stock Brokers > Stonehaven, Llc
Stonehaven, Llc
Stonehaven is a member of the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Stonehaven Financial Services Llc meets the need of many individuals and businesses in the Fox Valley for a business advisor with integrity and honesty.
In 2002, Stonehaven Financial Services Llc merged with William Lueck Accounting in Appleton, a firm with over twenty five years of history. In 2003, Stonehaven Financial expanded through the purchase of the Sharon Wiedenhaupt Accounting Firm in Neenah. Stonehaven Financial Llc serves small and mid-sized businesses, as well as individuals with tax planning and preparation, bookkeeping services, and payroll processing. The mission of Stonehaven Financial Services Llc is to assist clients by providing compliance and value-added services in a cost-effective way.
The company’s Financial Services has experience in planning for and preparing tax returns for C-Corporations, S-Corporations, Partnerships, Llc's, LLP's, Sole Proprietorships, and entities with Rental Properties. The following are tax returns and schedules filed for the preceding entities: 1120, 1120S, 1065, Schedule C, and Schedule E tax returns. Stonehaven Financial Services Llc processes payrolls for many clients in the Fox Valley. They have quick turnaround times due to their use of current technology Stonehaven Financial Services Llc performs bookkeeping for clients on a monthly and/or yearly basis. Stonehaven Financial Services Llc also performs compilations of financial statements for their clients.
The company’s has experience planning and preparing tax returns for individuals of middle and high incomes. They have assisted individuals with planning for business acquisitions and startups. The company has experience in preparing 1041 tax returns for trusts. The company has experience in preparing 990 and 990-PF tax returns for foundations.
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