Our Services

We welcome the opportunity to service you with all your tax, accounting, and investment planning needs.  For many years, our firm has been providing our clients with the highest degree of professional service in tax preparation and planning, accounting services, personal financial services and business consulting.

By combining our expertise, experience, and energy of our staff, we have developed close working relationships with each of our clients, and earned their trust with personal and professional attention to their needs.

  Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management*
  • Retirement strategies*
  • Estate conservation
  • Insurance and annuity products*

* These services are offered by Jerome Fitzharris through his affiliation with HD Vest Investment Services SM