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.
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Tax
Planning
Our firm continuously
monitors federal, state, and local tax law changes to
allow its clients to minimize current and future
tax liabilities.
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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.
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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.
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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.
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Pension & Profit Sharing
Plans
Would you like help setting
up a pension or profit sharing plan? Talk to
us!
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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.