Income Tax Planning and Preparation
	Retirement Planning
	Recordkeeping and Reports
	Business Problem Solving
	Financial Statements and Audits
	Financial and Estate Planning

Income Tax Planning and Preparation
We prepare all required income tax returns to assure that you are paying no more tax than necessary. Throughout the year, we monitor tax law changes that will affect you, recommend tax-saving strategies, and serve as your advocate in tax matters.

Retirement Planning
Average life expectancies are increasing. As a result, your financial needs during retirement may also be increasing. Your business, real estate, social security, IRA's and employer retirement plans, savings and investments are common sources of funds during retirement. We can help you develop a strategy for building and preserving these and other retirement assets to allow you to enjoy your retirement.

Recordkeeping and Reports
If you're in business and need recordkeeping and accounting systems, we can design them to fit your needs. We also prepare other financial records and reports, including payroll, sales tax and other reports to state and federal agencies.

Business Problem Solving
As you start a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to solve your business problems. We can assist with loan applications, pricing, credit policies, cash flow, cost controls, and your other business needs.

Financial Statements and Audits
If you need financial statements for your business or employee benefit plans, we can prepare compilation, review, or audited statements. Helping you to use the statements in managing your business and increasing your profitability is an important aspect of our service to you.

Financial and Estate Planning
Increasing your net worth is an easier task with the help of a financial advisor. We will work with you, and when appropriate your other advisors, to increase your net worth, then plan with you to minimize estate taxes. A total program including an analysis of net worth, investment review, family gifting, trusts, retirement planning, and family business transfers is available to assist you in maximizing benefits for you and your heirs.

Do you know how much you need to set aside to fund a college education for your child?

How much must you save each month for your retirement?

You can get rough answers to these questions very quickly by using the following calculators and a few estimates on your part.

Education Funding Calculator
Retirement Calculator

Please contact us for a no charge conference. We can get acquainted, and you can see if we will be a good match for your financial matters.