We provide assistance in the following areas:
Investments
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
| - Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
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Financial Planning
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
| - College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
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Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Tax Planning
- Relocation Tax Issues
- State Tax Return Preparation
- Representation Before the IRS
- Tax Return Preparation
- Individual Tax Preparation and Planning
| - Business Start Up, Counsel and Corporate Taxes
- Small Business Accounting Services
- IRS and State Tax Audits
- Income, Gift and Estate Tax Returns
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