Detailed Products & Services
We provide assistance in the following areas:
Taxation
- Tax Preparation
- Tax Planning
- Tax Problems
- Payroll Tax Returns
- Form 1099 Preparation
Accounting and Business Services
- Small Business Accounting
- Quickbooks Assistance
- Payroll Processing
- New Business Formation
- Strategic Business Planning
- Non-Profit Organizations
- Financial Statement Preparation
Investments
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance