Services

Taxes
We provide the following tax services to individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing.

Financial Services
We can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Retirement Planning
Even if you are covered by Social Security and a company pension plan, you may not have enough to retire to live the lifestyle you desire.  Do you know how much you need for retirement?

Education Planning
You don't have to be a rocket scientist to help your child obtain a high-quality college education.  By reviewing your family's financial outlook, we can help you develop and implement a tuition savings plan that may fit for your budget.

Legacy Planning
Everyone should consider doing some estate planning, no matter how large or small your estate might be. However, estate planning can be a difficult process and can bring some emotional issues to light.  Should you choose to put off proper planning now, it could cost your loved ones later.  Estate taxes can devour the value of the estate that is intended for your heirs.  Proper planning can eliminate this worry.  We can help you develop a plan to maximize the amount you leave to your heirs and minimize the amount you leave to Uncle Sam.

Professional Money Management
Today's investment atmosphere presents many challenges.  It is not easy to know what to do or where to turn when planning your financial future.  Given this environment, more and more investors are turning to qualified financial advisors like us to assist them in creating a customized portfolio based on their individual needs.

Additional Services

• Mutual Funds
  
• Annuities
  
• Long-Term Care
  
• Stocks
  
• Bonds
  
• Life Insurance
  
• Limited Liability Companies
  
• Business consulting
  
• Purchases and Sales of Businesses
• IRAs
  
• Corporations
  
• Rollovers
  
• Electronic Tax Filing
  
• Debt Reduction Plans
  
• Elder Care Budget and Accounting Management
  
• Child Care Budget and Accounting Management
  
• S-Corporations
  
• Individual Tax Planning & Preparation
  
• Fee-Based Money Management
  
• SEPs
  
• Small business consulting
  
• Estate and Gift Tax Planning
  
• Partnerships
  
• Trusts
  
• Business startup
  
• SIMPLEs
  
• Estate Liquidation
  
• Long-Range Business Planning
  
• Business Tax Planning & Preparation
  
• Roth IRAs
  
• Long-Range Personal Planning