Tax Services:
Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses at competitive, affordable rates.

Estate Planning:
A definition of ESTATE PLANNING is: I want to control my property while I'm alive, take care of me, and my loved ones if I become disabled, give what I have to whom I want, when I want, and the way I want; all at the lowest possible cost to me and those I love.

Financial Planning: The Financial Planning Cycle is the process of determining where you are currently ... where you want to be (goal setting) ... analysis of your current situation in light of your goals ... continuous implementation of your plan ... and an annual review of your progress.

Tax Savings for Self-employed:
Last year over 50,000 Self-employed small business owners and farmers saved an average of $2,450 in taxes.
When your formalized the employment relationship with your spouse and enroll in the plan, your receive a detailed benefits program to make your family health care costs 100% deductible.

You receive the following advantages:
- 100% deductible family medical insurance premiums.
- 100% deductible non-insured medical expenses.
- 100% deductible qualified long term care insurance premium ( within IRS guidelines).
- Deductible term life premiums on spouse/employee (up to $50,000 in death benefits).
- Deductible disability premiums on spouse/employee.
- Potential spouse/employee IRA or other additional tax advantaged retirement plan funding.
- Worry-free administration.

Retirement Planning:
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest techniques that may help you make your golden years 10, 20, and even 50 years from now live up to your expectations.