Other Services

We do more than just tax returns — a lot more. We can assist you with many other financial matters.

We can provide assistance in the following areas that may be applicable to you in your business or individual capacities:

  • Business sales and acquisitions
  • Lease-buy decisions
  • Business expansion
  • Real estate sales and acquisitions
  • Projections, budgets, goals
  • Retirement planning
  • Tax shelter analysis
  • Insurance review with your agent
  • Pension and profit sharing plan considerations

Please contact us with your questions. You'll see that we do more than just tax returns. We're here to help you succeed in your business and personal finances.