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Our Services

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Explore our service areas and product line.

INSURANCE

     Life
     Health
     Auto
     Homeowners
     Business
     Private Equity Banking

 

RETIREMENT PLANNING

     SOCIAL SECURITY MAXIMIZATION
     IRA's
     401K's
     403B's
     457's
     ROTH IRA's
     ROTH CONVERSIONS
     ROLLOVERS

    TAX PREPARATION & PLANNING

"THE PROMISE LAND"


    

Tax Preparation Services

Individuals

Tax returns and filing instructions have been prepared for 1000's of individual clients each year.

Business Tax Returns

A variety of small business tax returns are prepared each year.

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

Accounting Services

Payroll Services

Total payroll services for small business clients.

Bookkeeping

Complete bookkeeping services for small businesses.

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Other Services

Financial Planning

Full service Financial Planning for future goals.

Business Valuations

Establishing the proper value of a small business.