Individual Needs

Individual Tax Preparation – Tax returns are prepared by experienced individuals and reviewed by a CPA.
Tax Resolution – We are here to resolve your tax problems and get you in good standing.
Health Insurance – We can help you find an affordable health insurance plan for you and your family. We are also registered marketplace brokers in CT for Access Health and in NY for New York State of Health.
Home/Auto Insurance – We work with top rated insurance providers to help you get the best coverage for your money. The average annual savings on auto insurance is as much as $451.
Life Insurance – We offer low-cost term insurance plans to meet your family’s needs.
Retirement and College Savings – Save enough for your children’s future education expenses and for a secure and comfortable retirement. We can help you start saving for retirement or college education expenses for as little as $50 per month.
Debt Elimination – Establish a game plan to become debt free as soon as possible.
Tax Resolution and Offers in Compromise.

Business Needs

Business Tax Preparation – Tax returns are prepared by experienced individuals and reviewed by a CPA.
Tax Resolution – We are here to resolve your tax problems and get you in good standing.
Health Insurance – We can help you find an affordable health insurance plan for you and your employees. We are also registered marketplace brokers in CT for Access Health and in NY for New York State of Health.
Accounting and Bookkeeping – We can assist with the day-to-day tasks associated with complete and accurate recordkeeping.
Business Registrations – We can assist startups with registering your business.
Business Consulting – We can provide strategies to address issues that are affecting your business.
Retirement Savings – We can provide qualified retirement plans for your business.
Tax Resolution and Offers in Compromise.

We offer tax education in the Fall every year.