Broker Check

Products and Services

Accounting

  • Financial Statement Preparation
  • Quarterly Payroll Tax Returns
  • Annual Payroll Reporting

Investments/Insurance

  • Individual Accounts
  • Traditional IRA & Roth IRA
  • SEP IRA & Simple IRA
  • 401k Plans
  • Annuities
  • 529 Plans
  • Life Insurance
  • Disability Insurance
  • Long-Term-Care Insurance

Tax Preparation

  • Individual Tax Returns
  • Corporate Tax Returns