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