TAX & INSURANCE ADVISORY FOR INDIVIDUALS & SMALL BUSINESSES

Tax and Insurance advice from a professional with over 35 years of experience assisting individuals, families, self-employed people and small businesses with all of their tax preparation and insurance needs

Tel: 123.456.7890

 

A Certified
Tax Expert

Brad is an Enrolled Agent (EA) - a federally licensed tax practitioner who has proven technical expertise in the field of taxation.

WE OFFER

Personal & Business Tax Prep

We can handle all types of tax preparation. Individuals, Sole Proprietors (Self Employed), Partnerships, Trusts, S Corporations and C Corporations

Insurance
Advice

We provide guidance to individuals and businesses with analysis, selection and ongoing oversight of their health, life, dental, long and short term disability insurance programs.

With Over 35 Years of Experience, Brad has the Knowledge and Expertise to Ensure Professional, Accurate, High Quality Service

OUR PRACTICE

Knowledge That Can Serve Your Needs

Over the years, we have helped our clients navigate the ups and downs or their personal and business tax and insurance planning. Our experience brings you a unique perspective.