Services

Menu of Services

 

 Tax and Accounting:

  • Individual and Business Tax Preparation
  • Electronic Filing
  • Payroll Services and Reporting
  • Tax Planning and Consulting

 

Investments:

  • Individual Retirement Accounts (IRAs) Mutual Funds
  • College 529 Plans
  • Investments

 

Insurance:

  • Fixed and Variable Annuities Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

 

Planning Services:

  • Retirement Planning
  • Rollovers IRA’s* SEP’s SIMPLE’s
  • 401K’s College Planning
  • Tax Reduction Strategies
  • Cash Flow Analysis
  • Insurance Analysis