The Services We Provide:

Tax: Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual, or operate a corporation, LLC or partnership, we can accommodate your needs for tax planning and preparation.

Financial Planning: We offer comprehensive fee based financial planning services. We are not stock brokers. We offer full service financial planning designed to reduce taxes and fees. We have an in-house team of experts with the skills and expertise to execute your custom financial plan. Here are some of the financial planning services we offer:

  • 401 K Set up and management
  • IRA/SEP IRA Set up and management
  • Rollovers
  • 529 Plans
  • Custodial accounts
  • Asset management
  • Life Insurance
  • Annuities
  • Long term care insurance
  • Estate planning

Payroll: We offer fully customizable payroll services including direct deposit, real time reports,  Federal and State tax deposits, completion of all state and federal compliance forms, year end W2 and W3 filings; all at a competitive price. For more information, view our short video presentation by clicking here.

Insurance: We offer many types of life insurance and annuities products.

Accounting Services: We offer quick-books and quicken training and set up, bookkeeping, and writeup services.

Contact Us for more information on any of the above services.