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 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