Services

Investments

• Bonds

• Common Stock

• Educational IRA

• Brokerage Accounts

• Traditional IRA

• Roth IRA

• SEP IRA

• Simple IRA

• Treasury Bills

• Government Securities

• Treasury Notes

• Variable Annuity

Financial Planning

• Retirement Plans

• Tax Plans

• 401 (k) Planning

• 403 (b) Planning

• College Plans

• Estate Plans

• Money Purchasing Plans

• Profit Sharing 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