Services Offered

We offer an array of Services to our clients. Want to know more? Simply highlight the area of interest.

Financial Services

College Funding

Education IRAs and 529 College Funding Plans

Investment Planning

Investment tax planning strategies as alternatives to CDs, savings accounts, and taxable stock and mutual fund investments.

Life Insurance

Advice on Life Insurance (Term and Permanent) and Health Insurance (PPO and HMO)

Retirement Planning

Tax and financial planning related to qualified plans (401-K, 403-B, 457, Profit Sharing), IRAs (Traditional & Roth), & Annuities (Fixed & Variable).

Tax Preparation Services


Tax returns and filing instructions have been prepared for 100's of individual clients each year.

Business Tax Returns

A variety of small business tax returns are prepared each year.

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.