If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
We offer Affordable Insurance for all Ages!
- Health Marketplace (OBAMACARE) Insurance plans.
- Medicare Supplement
- Medicare Advantage
Also offering:
- Short Term Insurance
- Dental, Vision & Life Insurance
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.