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Products & Services

At our firm, we provide expertise in the following areas:

TAX PREPARATION & PLANNING SERVICES

  • Individuals 
  • Corporations  
  • Partnerships
  • Estates 
  • Payroll Taxes
  • Trusts

RETIREMENT PLANNING

  • 401(k) Plans
  • Rollover IRA's
  • Roth IRA's
  • SEP'S
  • Simple IRA's
  • Traditional IRA's

INSURANCE

  • Life
  • Long Term Care
  • Disability
  • Group Health & Individual

COLLEGE FUNDING

  • 529 Plans
  • Coverdell Education Savings Accounts
  • UGMA/UTMA Accounts

INVESTMENT PLANNING

  • Mutual Funds
  • Stocks
  • Bonds
  • Variable Annuities
  • Asset Allocations

ESTATE PLANNING

  • Tax Reduction Strategies
  • Asset Distribution & Bequests