Financial Security

 

A complete line of services for your Financial Security

 

Tax Preparation

 

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Retirement Planning

 

The guidance, tools, and services necessary to prepare for retirement.

 

Financial Planning ★ Estate Planning

Insurance ★ Investments

Accounting ★ Bookkeeping ★ Payroll

Income Tax Preparation

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Goals & Charitable Giving

Goals & Charitable Giving

Goals & Charitable Givinghttp://archive.constantcontact.com/fs088/1102707121899/archive/1108967566949.html

IRS Promotes Saver’s Credit

IRS Promotes Saver’s Credit

WASHINGTON, D.C. - The Internal Revenue Service is encouraging more taxpayers to take advantage of the "saver's credit."The credit enable low- and moderate-income workers to begin to save for their retirement while earning a special tax credit in 2011 and the years...

Payroll Tax Cut Temporarily Extended into 2012

Payroll Tax Cut Temporarily Extended into 2012

WASHINGTON — Nearly 160 million workers will benefit from the extension of the reduced payroll tax rate that has been in effect for 2011. The Temporary Payroll Tax Cut Continuation Act of 2011 temporarily extends the two percentage point payroll tax cut for employees,...

Money-Saving Year-End Tax Tips for Small Business

Money-Saving Year-End Tax Tips for Small Business

Although tax season is still a few weeks away, now is the time to take advantage of a basket of tax opportunities that can help your small business reduce its tax liability and save money come April 2012.   Read on for seven tips that can help you maximize your...

Voted Best Accountant, Financial Planner & Insurance Agency in Wrentham 2011-2020 & Regional Favorite 2016-2020

Voted 2022 Local Businessperson of the Year in Wrentham by Alignable

Voted 2020-2021 Local Businessperson of the Year in Wrentham by Alignable

Voted Top 31 Insurance Agency in Providence RI Area

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