Investment & Insurance Options

We are a full-service firm offering comprehensive service with personal attention.

We Personally Prepare
All Tax Returns

We take pride in offering our clients personalized customer service that is beyond comparison. Below are descriptions of the services we provide. As the list below is by no means all-inclusive, please feel free to inquire about any service not listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

From our years of experience working with numerous taxing authorities, we have achieved a level of competence that can assure our clients that they are being properly represented before the various federal, state, and local tax agencies.

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition / disposition process by addressing issues such as cash flow analysis, tax considerations, and tax implications.

We gauge our worth by the personal and business success of our clients. We can help your business identify areas which negatively affect profitability and growth and help develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting:
   • Accounting software selection and implementation.
   • Entity selection — Sole proprietor, partnership, or corporation. Acquisition / Disposition of a business.
   • Financial & Retirement decisions.

Regardless of the size of your business, we can provide customized payroll solutions. From the processing of payroll to the preparation of payroll reports, we can guide you through the complex process. With the ability to offer your employees Direct Deposit, you can enjoy the convenience of hassle-free paydays.

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management when it comes to making financial decisions.

Providing financial information to our clients in a timely and accurate manner is a commitment that we believe can not be compromised. Meaningful, well-organized financial records ensure that your business operates more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
   • General ledger & financial statement preparation
   •  Bookkeeping (Monthly / Quarterly / Annual)
   • Accounting system setup for businesses.

Tax Deferred Annuities
Don't like paying taxes on your current investments? We can show you how your investment and any earnings can compound tax-deferred until withdrawn. With a tax-advantaged investment, your savings have the potential to grow faster than a taxable investment earning the same rate of return. With our portfolio of products we can help guard against down-turns in the market.
Life Insurance
Life is unpredictable, but you can still be prepared. No one can predict what the future holds, but life insurance can give you and your loved ones the comfort of knowing that if the unexpected happens, life will go on for your beneficiaries. We have products to meet your needs.

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Many businesses are responsible for collecting and submitting sales tax from many different locations. We can assist your company in the compilation of information and preparation of sales tax reports in an efficient and timely manner.

Tax preparation and planning form a winning combination for our clients. Whether you are an individual or your business is a partnership or corporation, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.