Products and Services

We provide assistance in the following areas:

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

Tax Planning

Relocation Tax Issues
State Tax Return Preparation
Representation Before the IRS
Tax Return Preparation
Individual Tax Preparation and Planning
Business Start Up, Counsel and Corporate Taxes
Small Business Accounting Services
IRS and State Tax Audits
Income, Gift and Estate Tax Returns