Other Services

 

Get more than a tax return!

We can use your tax return and other information to assist you with other financial matters.

Among the other services we provide are the following:


  • Business start-up services
  • Business sales and acquisitions
  • Lease-buy decisions
  • Projections, budgets, goals
  • Retirement planning
  • Internal controls & procedures
  • Insurance review with your agent
  • Pension and profit sharing plan considerations
  • Investment review
  • Divorce tax planning
  • Planning for education expenses


Please call us with your questions.


If you are in doubt as to whether or not we can assist with a particular problem, just give our tax preparers a quick call. We do not charge for such calls. If we can’t help you, perhaps we can direct you to someone who can.Type your paragraph here.

Our Vision:  Your Trusted Advisor