is a comprehensive financial service company DEVOTED TO SERVICE, structured to help  families and small businesses customize and structure financial stability through our core services of tax preparation, planning, and legacy  creation. 

About Us

~ Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws and accounting methods.

~ Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.

~ Visit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses.

~ Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail.

~ Feel free to contact the office anytime. We're here to help.


we specialize in:

​~ Tax preparation and PLANNING

~ Bookkeeping and accounting for small businesses

~ Insurance Services - life, health, auto, business, homeowners, private equity banking, etc.

~ Retirement Planning - IRA'S, 401K'S, 403B'S, 457'S, ROTH IRA'S, ROTH CONVERSIONS, ROLLOVERS

~ Social Security Maximization

Reaching The PROMISE LAND !!!