SERVICES

Tax Planning & Preparation

We will prepare all of your tax returns to assure that you are paying no more tax than is necessary. Throughout the year, we will recommend taxsaving strategies and serve as your advocate in tax matters.

Investment Review

Your investment program will be reviewed to be sure you are achieving the maximum return with no more risk than you want.

Outsourced Bookkeeping
& Write Up Engagements

If you’re in business and need record keeping and accounting systems, we can design them to fit your needs. We can prepare or assist you in preparing payroll reports, journals, general ledgers and other financial record keeping requirements.

HUD Audits and Other Audits of Small Businesses

We specialize in HUD section 8 audits and HUD Mortgage lender audits. We also perform audits for small businesses such as condominium and home owner's associations.

Financial & Estate Planning

We offer a total financial and estate planning program including an analysis of your net worth, investment review, family gifting, trusts, retirement.

Mortgage Consultation

In this highly unregulated industry, we take the mystery out of purchasing or refinancing your home. Over the years we found our clients were being taken advantage of by unethical mortgage representatives. We provide this service to educate you in order for you to make inform decisions about the product that is right for you and not the best commission for the mortgage representative.

Insurance Analysis

We believe providing a sound financial foundation includes a complete insurance analysis. Your needs change over your life cycle. While some stops along the way may include group plans for your small business or term life while your children depend on you, other important decisions may include long term care insurance. We spend the time to make sure your needs are met.