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A complete line of services for your Financial Security

 

Tax Preparation

 

Committed, Experienced, Hassle Free Tax Preparation

 

Retirement Planning

 

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

 

Financial Planning ★ Estate Planning

Insurance ★ Investments

Accounting ★ Bookkeeping ★ Payroll

Income Tax Preparation

“Financial Strategies That Fit Your Needs” ★ 800-560-4NFS

Thank You For Voting Us #1, Again

Thank You For Voting Us #1, Again

A big THANK YOU to all of our local supporters for voting us #1 again in the Wicked Local Readers Choice Awards. This year we have again, won #1 Favorite Accountant in Wrentham and #1 Favorite Financial Planner in Wrentham. We also brought home the Bronze Award for...

Important Life Insurance Reminders to Consider

Important Life Insurance Reminders to Consider

Over the last several months, COVID made clear the fragility of life and how uncertain financial stability can be. In recognition of Life Insurance Awareness month, here are some important reminders to consider.   Are your beneficiaries updated? Any life changes...

Tax Breaks for Teachers and Educators

Tax Breaks for Teachers and Educators

While many schools are switching to hybrid or remote learning models, teachers and other educators should remember that they can still deduct certain unreimbursed expenses such as classroom supplies, training, and travel. Deducting these expenses helps reduce the...

Why Now Is The Best Time to Buy Life Insurance

Why Now Is The Best Time to Buy Life Insurance

The sluggish economy continues to put financial strain on many of us. So it just makes sense to examine our budgets and look for ways to trim the fat from our monthly expenses and put more into savings, if possible. That’s a great way to help stabilize your finances,...

IRS Announces Interest Payments to 13.9 Million Refund Recipients

IRS Announces Interest Payments to 13.9 Million Refund Recipients

Receiving a tax refund might be the only thing people like about filing their return, and it looks like some taxpayers are getting just a little more money from the Department of Treasury. The Internal Revenue Service announced last week that it “will send interest...

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

Retirement Planning made easy with NFS

Life Insurance – Why Now?

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