Products and Services
We provide assistance in the following areas:
Investments
- Mutual Funds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Variable Annuities
- Treasury Bills
- Government Securities
- Treasury Notes
Financial Planning
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Accounting
- Financial Statements
- Payroll Preparation
- Quarterly Payroll Tax Preparation
Tax Planning
- Individual Tax Preparation and Planning
- Business Start Up, Counsel and Corporate Taxes
- Small Business Accounting Services
- IRS and State Tax Audits
- Income, Gift, and Estate Tax Returns