Services

  • Tax Preparation & Consulting
  • Accounting Services
  • Business Consulting and Analysis
  • Investment Advisory Services and Advice

Our services are for individuals, partnerships, and small to midsize corporate clients.

We offer tax preparation that involves the client – we do not just fill in the blanks. Our goal is to help you minimize the burden as much as possible. We stay involved in the process and help you reap the benefits that arise from our intensive preparation process. Most of our clients have been with us for five years or more, and our turnover is remarkably low. We feel this is due to our approach, attitude, and most of all, our results. We offer accounting services that include bookkeeping, payroll, consulting, and special projects. Our experience covers a wide range of businesses. We can help you with the burden of the accounting tasks and free up your time to do what you do best – run your business.

We are an independent investment advisory firm. We can help you analyze and identify your investment goals, set up a strategy, review the results periodically, and reallocate assets when necessary. Being independent, we identify and recommend the best funds for you whoever the broker or dealer may be, and obtain them for your portfolio. Our services are primarily fee only, and our fees are very reasonable.

We also can prepare wills, trusts, and set up corporate entities.

Let us help you in planning for life.