We offer a wide range of tax, accounting and financial services from individual and small business tax planning and preparation, financial reporting and bookkeeping to financial planning, group benefits, individual insurance protection, annuities, and retirement planning. Our services include, but are not limited to: Accounting Services: Bookkeeping Sales Tax Payroll Tax Individual and Small Business Tax Preparation Financial Reporting Financial Planning (Personal and Business): Tax Preparation, Planning and Analysis Budget and Cash-Flow Analysis Investment Planning and Portfolio Management Business Continuation Planning Charitable Planning Employee Benefits Estate Planning and Analysis Wealth Transfer and Distribution Planning Executive Compensation Planning Elder Care Planning Group Benefit Programs: Health Insurance Life Insurance Short & Long Term Disability Individual Insurance Protection: Whole, Term and Universal Life Joint and Last Survivor Insurance Disability and Long Term Care Insurance Annuities: Fixed or Variable Guaranteed Income Flexible or Single Premium Retirement Planning Services: 401K, Pension and Retirement Plans IRAs, Traditional, Roth & Simple, Keogh Planning Retirement Plan Design & Analysis Employee Benefit Plans
