Our Services

We provide the following professional services:

 

Tax Planning and Preparation

We will prepare your personal, business, estate, trust, or non-profit federal and state tax and/or information returns.  Our goal is always to prepare your returns accurately while trying to reduce your overall tax liability within government guidelines.  Through careful tax planning we strive to reduce your future tax liability and help you take advantage of appropriate tax saving strategies.

Individual Income Tax Planning and Preparation

Business Income Tax Planning and Preparation

Estate Tax Returns

Trust Tax Returns

Non-Profit Information Returns

All States

 

 

 

 

 

Financial Services

After reviewing your needs and learning about you and your goals and objectives we will help you design and implement the right solutions.  We will then meet with you throughout the year to make sure you remain on track.

Retirement Planning - Let us help you implement a strategy to ensure that you do not outlive your assets and can feel confident about your financial future.

College Funding - Through savings, prudent investment, and careful planning we can make the daunting task of financing your children's or grandchildren's education less stressful. 

Accumulation - We will design a investment plan that correlates to your time horizon, risk tolerance and investment objectives.

Lifestyle Preservation - We will help you and your family to be prepared for the unexpected through the use of long-term care, disability, and /or life insurnace.

Business Retirement Plans - Let us help you save income taxes while providing a highly regarded benefit to you and your employees.  Design, implementation, review and investment planning assistance for your participants makes our plans easy to add to your business.  Complete transparency lets you know what your costs are and helps you feel confident that you are meeting your fiduciary responsibilities. 

Rational Investment Strategy and Portfolio Design

Fee-based Asset Manangement

Portfolio Advisory Services

IRAs and Rollovers

CDs

Business Retirement Plans

College Savings Plans

Fixed & Variable Annuities

Long-Term Care Insurance

Disability Insurance

Life Insurance

Buy-Sell Funding

 

 

Accounting & Assurance Services

 

We will work with your accounting staff or act as your internal CFO to provide you with timely information so you can make decisions about your business.  We can help you manage cash flow, expenses, or your lending relationships.  Our clients count on us for sound advice and our relationships are based on trust and the knowledge that we place our clients' needs first.

QuickBooks Professional Advisors

Bookkeeping Services

Payroll Preparation

New Business Services

Year End Accounting

Financial Statement Preparation

Audit, Review, and Compilations