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Tax | Retirement | Estate | Investment Consulting
Attention: Business Owners!
Attention: Business Owners!
Are a business owner with W-2 employees and were affected by the pandemic? Then you may be eligible for up to $26,000 in ERC (Employee Retention Credit) per employee on your payroll!
Although the credit is for tax years 2020 & 2021, it is not too late as we can still file for your ERC retroactively!
Please click below and fill out the form to see if you qualify.
Our services at a glance
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Tax Services
Our veteran CPA can help with a multitude of Tax issues and create a plan to minimize your tax bill to leave more money in your pocket come April 15th.
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Retirement Planning
Retirement may seem a long way off, but it’s never too soon to begin saving. Let us talk you through the available options.
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Estate Planning
A well-organized estate is one of the most thoughtful gifts you can leave your family.
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Investment Strategies
Let’s tailor make a strategy that’s designed to help you pick the best investments for your goals, values, and risk tolerance.