OUR SERVICES

Tax Preparation

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

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.

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.