Back to top

Other Services

Get more than a tax return!

We can use your tax return and other information to assist you with other financial matters.

Among the other services we provide are the following:

  • Insurance review with your agent

  • Pension and profit sharing plan considerations

  • Financial and estate planning

  • Projections, budgets, goals

  • Business problem solving

  • Lease-buy decisions

  • Real estate sales and acquisitions

  • Retirement planning

  • Equipment purchases and sales

  • Divorce tax planning

  • Planning for education expenses

  • Business succession planning

Please call us with your questions.

If you are in doubt as to whether or not we can assist with a particular problem, just give us a quick call. We do not charge for such calls. If we can't help you, perhaps we can direct you to someone who can.