Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. With over forty years of experience, our firm specializes in professional services at a fair price, giving you the individual attention that you deserve.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage your personal and tax issues. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your family and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Retirement Planning
Retirement planning is critical in these uncertain times. Since, 35% of Americans have no retirement money other that Social Security and only 10% have enough set aside for retirement, we can advise you on getting started with a retirement plan. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. Rather, starting with a IRA or ROTH IRA or rolling-over a 401(k) from a previous employer, we can assist you with no pressure.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Business Consulting
As a true business partner, we have assisted many small start-up businesses. Many small businesses lack record keeping skills, which result in issues with the IRS. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business.