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. 

~ 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 !!!

About Us