The name change is to better reflect the diversity of the financial services provided. In addition to the traditional accounting services, we also provide:
-Wealth Management -Financial Planning -Retirement Planning -Life and Long Term Care Insurance -Estate Planning
Our goal is to provide our clients with a sense of financial well being.
A TRADITION OF SERVICE, A COMMITMENT TO EXCELLENCE.
Our traditional services include:
-Monthly Financial Statement Compilation -Payroll services, including direct deposit and on-line filing of tax reports -Income tax planning and preparation for individuals, businesses, trusts and estates. -Electronic filing of tax returns -IRS Representation
