Our Services

Tax Services

We offer income tax planning and preparation services to individuals and families. 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 our clients at reasonable, affordable, competitive prices.

  • Tax Planning

    Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities.
  • IRS & State/Local Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities.

Financial Planning

Our firm offers comprehensive financial planning through Securities America Advisors, Inc. This includes retirement and education planning. We work one-on-one with you to help you achieve your financial goals.

  • Insurance Planning

    We can help you make decisions regarding life, disability, and long-term care insurance. We are also licensed insurance brokers. We do not represent any one insurance company. Instead we represent you, our client.

  • Investment Review

    The advisors will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. They will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.

  • Pension & Profit Sharing Plans

    Would you like help setting up a pension or profit sharing plan? Talk to us!

  • 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. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.