TAXES

• Audit Representation
• Return Preparation for Individuals, Trusts, and Estates.
• Fiduciary Accounting
• Return Amendment
• Tax Consultation
• TurboTax Consultation
• Strategic Tax Reduction

INSURANCE

• Life – term, universal life, whole life
• Health – medical, dental, vision, Medicare supplement
• Disability – income replacement, business overhead
• Long term care – traditional and alternative
• Final Expense Arrangements

MISCELLANEOUS

• Bookkeeping
• Payroll Service
• Notary Public
• My Girl Friday Services – Helping the small business bridge the gap between needing a part-time assistant and a full-time employee.
       * Filing
       * Bill Paying
       * Invoicing Customers
       * Letter Writing
       * Much More!

Contact us to make an appointment or to ask us about our other services!