Our Services

We specialize in providing quality financial services to individuals and the business community. We offer comprehensive life events planning and business, tax, and investment strategies and guidance and tax problem resolution. We offer initial QuickBooks setup and installation, tune-ups and ongoing support.

We offer sound advice on a variety of financial situations that individuals are likely to encounter over their lifetimes. The broad range of topics includes everything from buying a house to improving your retirement.

We provide valuable guidance for new business start-ups, tax planning, QuickBooks setup and installation, and consultation services for our clients' business operations through every stage of a company's growth.

We provide general, non-controversial information on various forms of investments and their tax benefits. (We do not recommend specific investments).

We offer information on suggested tax-savings opportunities that clients can implement immediately.  Planning is the key to successfully and legally reducing your tax liability and we are here to help you through the process.  We can also help you resolve any tax problems with the IRS and any State agency. 

If you have a need for accounting services, we offer excellent accounting services that can help you. Leave the financial tracking and payroll responsibilities to us so that you can dedicate your time to doing what you do best...running your company and generating profits.

Contact our office today to learn more and get started.