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Our Services


Our tax services include tax consulting, planning, preparation, payroll, bookkeeping, controllerships, business plans.

Financial Services

We can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family’s future.

Retirement Planning

As you prepare to enter retirement, you'll need to ask yourself some challenging questions about your retirement plans. Determining what to do with your retirement assets could be one of the most critical decisions you make.

College Planning

Funding your child's education may be one of the most important expenses you will face. A college education can greatly increase your child’s earning potential over a lifetime. However, the longer you delay starting a college savings plan, the more money you may have to save. Although the most important considerations in choosing a college program are educational, there are financial ones as well. With my help, you and your family can help understand the costs of a college education and evaluate ways to help you start saving today.

Estate Planning

If you don’t take care of your estate, the IRS will. Without estate planning, you can’t take maximum advantage of tax strategies. Your assets in your estate may not be preserved for your heirs. Having a will isn’t good enough. Together we can analyze your needs, examine a variety of planning vehicles and determine some answers for your situation.

Additional Services

  • Stock Options
  • Individual Tax Planning
  • Individual Federal and State Tax Preparation 
  • Estate and Gift Tax Planning
  • Rollovers
  • IRAs
  • Roth IRAs
  • SEPs