Our Services

We offer a vast array of income tax planning and preparation and financial planning services in our Wealth Care organization for individuals, businesses, estates, and trusts.

Business and individual income tax preparation and planning and representation in dealings with the IRS and various state taxing authorities.

Also, we are Certified Quickbooks Proadvisors for small- and mid-size businesses and offer training in all aspects of the software along with review of current accounting programs and technology.

We specialize in the small- to mid-size business retirement and estate planning area, SIMPLE, Roth and Traditional individual retirement accounts, all aspects of life, health and disability insurance needs analysis, cash flow review and estate settlements.