Products & Services At our firm, we provide expertise in the following areas: TAX PREPARATION & PLANNING SERVICES Individuals Corporations PartnershipsEstates Payroll TaxesTrusts RETIREMENT PLANNING 401(k) PlansRollover IRA'sRoth IRA'sSEP'SSimple IRA'sTraditional IRA's INSURANCE LifeLong Term CareDisabilityGroup Health & Individual COLLEGE FUNDING 529 PlansCoverdell Education Savings AccountsUGMA/UTMA Accounts INVESTMENT PLANNING Mutual FundsStocksBondsVariable AnnuitiesAsset Allocations ESTATE PLANNING Tax Reduction StrategiesAsset Distribution & Bequests