Tax Preparation

  • Tax Return Preparation
    • 1040 Individual Tax Returns
    • 1120 Corporate Returns
    • 1120S S-Corporate Returns
    • 1065 Partnership Returns
    • 1041 Estate & Trust Returns
    • 990 Exempt Organization Returns
    • 709 Gift Tax Returns
  • Tax Reduction Strategies
  • Self Employment Tax Solutions
  • Tax Planning 

 

Accounting & Bookkeeping Services

  • LLC & Corporation Formations
  • Business Licenses
  • Payroll Services
  • Quarterly Reporting
  • Account Reconciliations
  • Annual 1099 Filings
  • Bill Pay Services

 

Investment Management

  • Stocks, Bonds, and Mutual Funds
  • Investment Management
  • Self-Directed 401K Options
  • IRA, Sep IRA, & Simple IRA

 

Financial Planning

  • Financial Planning Strategies
  • Annuities
  • College and Family Budgeting
  • Debt Reduction Strategies
  • Asset Mapping

 

Retirement Financial Planning

  • Tax Advantaged Income Strategies
  • Social Security Planning
  • Long Term Care Planning
  • Social Security Assessments

 

Estate Planning

  • Estate Planning Services
  • Will, Living Will, and Health Care Directives

 

Insurance

  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Commercial Insurance
  • Employer Benefits Review

 

Notary Services

  • Affidavits, Acknowledgements, and Jurats
  • Power of Attorney
  • Wills and Trusts