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Our Products and Services

We provide assistance in the following areas:

Tax and Accounting

  • Individual Tax Preparation
  • Business Tax Preparation
  • Electronic Filing
  • Tax Planning and Consulting
  • Estate Tax Planning
  • Tax Reduction Strategies

Investments

  • Mutual Funds
  • Common Stocks
  • Bonds
  • Traditional IRAs
  • Roth IRAs
  • College Savings
  • Retirement Plans
  • Government Securities
  • Fixed & Variable Annuity

Insurance

  • Home & Auto Insurance
  • Business Liability Insurance
  • General/ Professional Liability
  • Workers Comp Policies
  • Life Insurance
  • Long Term Care Insurance
  • Insurance Analysis

Retirement Planning Services

  • Comprehensive Financial Plans
  • Rollovers
  • IRAs
  • SEPs
  • SIMPLEs
  • 401Ks
  • Tax Reduction Strategies