Additional Services

When it comes to the world of taxes you need a knowledgeable professional on your side.

We have the expertise you are looking for in a tax professional and can help you navigate your options.

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past.

If you don’t see exactly what you’re looking for on our site or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review
Accounting and Bookkeeping
Payroll Consulting Services
Tax Services
Business Consulting Services

RECENT POSTS

Personal Income Tax Returns – Benefits of Filing Early

Personal Income Tax Returns – Benefits of Filing Early

Each year we hear media ads encouraging us to “file early”. Much of this hype relates to one large tax preparation service or another vying for your attention. They are primarily trying to get you to act “now” while their name is front of mind. Although we can...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!