Services
Tax Planning & Preparation
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional...
Estate Planning & Trust Administration
Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end...
Financial Services
There are many important financial decisions that you may encounter, such as planning for retirement, buying a home, financing a college education, or investing for your family's future. With over 30 years of experience, we have built our firm on personal relationships, client care and integrity. We are here to help you understand and simplify your financial situation through education, planning, goal setting and implementation. By integrating financial resources and taxes, we can help you find peace of mind, work toward sustainable growth and pursue your goals.