Tax Preparation
We can prepare your individual state and federal returns, e-file them, and provide refund anticipation loans, all at competitive rates based on your individual situation. Most information can be provided to us either electronically or over the phone, saving you the bother of leaving your home. We’ll even provide the first meeting at no charge.
Tax Planning
You can reduce your tax liability by planning for your annual tax filing well in advance of April 15. We will meet with you during the year to provide advice on actions that affect your tax bill, such as stock sales, setting up IRA or HSA accounts, funding amounts, deferring income and other activities that can lower your tax bill. Then when tax time arrives, you can enjoy the benefits of all that planning.
Small business advice
Got a small business? Something you do on weekends or on the side? We can provide advice on how to make that business even more productive, and help you to grow it if you choose.
Financial Planning
Are you saving enough to get your kids through college? Is your insurance adequate if you become disabled? How is retirement looking to you? Do you have the right health insurance policy? We can review your financial plans to answer these questions and others that may keep you awake at night.
Debt counseling
If you have taken on too much debt and are trying to manage it all, we can review your situation and make recommendations on ways to manage the debt load, or help you work with your creditors to resolve the problems.
Start ups
If you have decided to start your own business, whether due to a job loss, new opportunity, or a great idea, we can guide you through the process of establishing an operating company, setting up accounts and getting proper documents, so that you can concentrate on selling you and your product.