Broker Check

Our Services

A firm that offers not only tax preparation, but also tax-advantaged comprehensive financial planning.

Achieve your financial goals with a team that combines tax knowledge & quality financial advice for a tailored strategy utilizing investment planning, income protection, asset preservation, and retirement planning designed to lower your overall long-term tax burden.

Don’t think you need tax-advantaged strategies? Think again.

  • Planning for retirement? Understand your options that affect your taxes now and later.
  • Time to retire? Plan proper withdrawals and anticipate your tax consequences.
  • Selling your home? Learn how this may affect your taxes as well as your income.
  • Inheriting assets from a loved one? Be sure to make that legacy last.
  • Gifting strategies and charitable contributions? You’ll need someone who understands both tax and financial industries.

We may not have all the answers, no one does, but what we can promise is honesty, integrity, and loyalty to our work and our clients. We take pride in what we do and how we help people. Review our extensive list of services, and let us know if you have any questions or are ready to schedule your first appointment.

Tax Services

  • Individual Tax Strategy, Preparation & Planning
  • Corporate & Partnership Tax Strategies, Preparation & Planning
  • Business Formations, Mergers & Acquisitions
  • Projections and Forecasts
  • Cash Flows & Analysis
  • Estate Tax Preparation & Planning
  • Trust & Fiduciary Taxation Services
  • Gift Tax Services

Financial Services

  • Individual Retirement Accounts (Traditional IRA, Roth IRA, Inherited IRA)
  • Business Retirement Plans (401(k), Owner-Only 401(k), Safe Harbor 401(k), SIMPLE IRA, SEP IRA)
  • Annuities / Insurance
  • Estate & Trust Accounts
  • Equity & Fixed Income Investments
  • Exchange-Traded Funds / Mutual Funds / UITs / REITs
  • Wealth Strategies
  • Education Savings
  • Portfolio / Investment Reviews

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (860) 563-2727