Services


Because our firm is relatively small, our clients benefit by receiving personalized, quality services. Please click on an item below for a description of the services we offer

Services for Individuals

  • Estate Tax
  • Individual Tax
  • Accounting and Bookkeeping
  • Business/Investment Advise
  • Computer Related Services
  • Litigation Support
  • Bill paying / personal services
  • Executor/Trustee
  • Personal Financial Planing

Services for Businesses

Business Management

  • Incorporation
  • Bill paying / personal services
  • Cash disbursements & Receipts
  • Fiduciary Responsibility
  • Executor/Trustee
  • Personal Financial Planning

Computer and Software Services

We are available to help you set up and start working with Quickbooks and other popular accounting packages.
We also provide additional services through our technology partner, Stonesoft Inc. These services include computer setup and repair, network installation, wireless network solutions, web design and web hosting.

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