Our Services

Products & Services

 

Tax Planning


Tax Forms
  • Charitable Donation Planning  
  • Income Tax Planning 
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns
  • Executive Relocation Tax Issues
  • Emploee Stock Options
  • S Corp and other Tax Elections


Investment Planning


Planner with Couple
  • Retirement Planning
  • Comprehensive Financial Counseling
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Defined Benefit Plans 
  • Profit Sharing Plans
  • Mortgages
  • Financial Issues of Divorce
  • Asset Allocation


Investments


Stocks Ticker Tape
  • Bonds*
  • Common Stock*
  • Coverdell Education Plans
  • Brokerage Accounts*
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • SEC 529 Plans
  • Treasury Bills*
  • Government Securities*
  • US Treasury Obligations*
  • Varibale Annuities*
  • Fixed Annuities
  • Unit Investment Trust*


Insurance


Insurance Forms
  • Disability Income
  • Life Insurance
  • Long Term Care
  • Buy / Sell Agreements
  • Estate Liquidation
  • 412(i) Plans
  • Succession Planning