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We have contacts that can assist with the following areas:



Investments

 



Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

 

Financial Planning

 



Tax Plans

College Plans

Estate Plans



Insurance

 

Disability Income Insurance

Life Insurance

Long Term Care Insurance



Tax Planning

 



Relocation Tax Issues

State Tax Return Preparation

Representation Before the IRS

Tax Return Preparation

Individual Tax Preparation and Planning

Business Start Up, Counsel and Corporate Taxes

Small Business Accounting Services

IRS and State Tax Audits

Income, Gift and Estate Tax Returns