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Services & Products

 

Services :

The following list of products and services offered:

Accounting Services

Tax Services

Bookkeeping Tax Preparation 
Payroll Tax Planning
Audit, Review and Compilation Sales Tax 
Business Valuating Payroll Tax 
New  Business Formation Tax Audit Representation
Non-Profit Organizations Tax Problems

 

We are also pleased to announce our association with Insurance Provider Group. This relationship enables us to provide the following services to our clients:

 

 

• Retirement planning

• Employee benefits

•Estate planning

• Business-continuation strategies

• Insurance planning

• Executive-compensation strategies

• Education strategies

 

 

 

 

Products :

• Term life insurance • Health insurance
• Permanent life insurance • Business insurance: buy-sell, key person
• Long-term care insurance • Mutual funds
• Disability income insurance • Employee retirement plans

 

Please, call us if you have any questions or to arrange for an appointment.

(951) 779-1021

 

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