Since we become familiar with our client's financial situation through the preparation of their income tax returns, we are prepared to analyze their current financial situation and make recommendations that will assist them in achieving their retirement and estate planning goals.

Our extensive tax knowledge enables us to perform an independent analysis of your financial situation and assist you in developing an action plan that utilizes the tax benefits available to the maximum extent possible.

We work closely with two financial advisors who provide our clients with complete financial guidance in the area of investments.

We can work closely with your current financial and legal advisors so you do not have to disrupt existing relationships and still benefit from our services.

We can assist you in your retirement decision through a thorough analysis of your financial situation and projected future needs.

We can assist you in designing a plan for any inheritances you might receive, and explain the tax implications.

We can assist you in evaluating planning options such as gifting, charitable trusts, credit shelter trusts, and other estate tax savings options.

We are knowledgeable in college funding programs and can clearly explain the benefits that can be achieved through Section 529 college tuition savings plans.