Bookkeeping & Tax

 Preparation of financial reports on a regular basis.

 Payroll processing for small business employing 1-50.

 Quarterly tax reports prepared.

 Income tax audit representation.

 Tax planning.

 Tax preparation for individuals, corporations, partnerships, fiduciaries & not for profit groups.

 Assistance in preparation of company business plans and budgets.

 Preparation of business loan applications.

Real Estate

Loans For Any Worthwhile
Purpose:

Home Purchase:
Conforming
Jumbo
Super Jumbo

Refinance:
Cash out
Rate & Term only
Debt Consolidation
Fund Other Investments

Investment Properties:
Purchase
Refinance

Insurance

•  Financial Planning to achieve future goals.

• Individual Retirement Accounts

•   Fixed Annuities

•  Tax deferred investments for any purpose.

•  IRA's, Simplified Empoyer Pension Plans, Keogh's

•  Life Insurance as an investment to provide for future financial needs.

•  Life Insurance to provide for your family's future.