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