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How We Work

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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  937-848-4664