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We offer a wide array of financial services to meet your needs: 
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Investment and Wealth Management

  • IRAs and Roth IRAs

  • 401(k) and IRA Rollovers

  • Estate, Trust, and Retirement Planning

  • Education Funding and 529 Plans

  • Fixed and Variable Annuities

  • Full Brokerage Services

  • Separately Managed Accounts

 

Income Tax

  • Individual Tax Return Preparation

  • Partnership, S Corp, and C Corp Preparation

  • Estate, Trust, and Gift Tax Returns

  • Resolution of Tax Notifications

  • Long-Term Tax Planning

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Accounting and Small Business Services

  • Full Service Payroll

  • Bank and Credit Card Reconciliations

  • Financial Statement Preparation

  • Bookkeeping and Year-End Closing

  • QuickBooks® Set Up and Training

  • W-2 and 1099 Preparation and Filing

  • Sales and Property Tax Returns

  • Section 105 and 125 Cafeteria Plans

  • Employer/Employee Retirement Savings Plans, including 401(k), 403(b), SIMPLE and SEP Plans

 
Insurance

  • Term, Whole, and Universal Life Insurance

  • Variable Universal Life Insurance

  • Funeral Trust Policies

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