Business Advisory Services
- Specializing in business start-ups & incorporations
- Long Range Planning
- Tax & record keeping compliance
- Deductible retirement plans
Business Account Services
- Tax planning & preparation
- Software selections & support
Insurance & Employee Benefits
- Analysis of your specific needs
- Explanation of policy language
- Disability insurance
- Life insurance
- Buy-sell agreements
- Only highly rated companies
Other Services
- Notary Public
- Legal referral for incorporations & estate planning and contract review
