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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

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Special Needs Planning & the Special Needs Trust in NFS January Retirement Readingshttp://ping.fm/CIhCR

Obama Calls for Tax Reform

Obama Calls for Tax Reform

WASHINGTON DC - President Obama urged Congress to work across party lines on an overhaul of both corporate and individual taxes to reduce tax loopholes during his State of the Union address on Tuesday night.“Over the years, a parade of lobbyists has rigged the tax...

Tax Help for Small Businesses and Self-Employed

Tax Help for Small Businesses and Self-Employed

The IRS Small Business and Self-Employed Tax Center at http://www.irs.gov/smallbiz offers extensive resources and online tools designed to help small businesses and self-employed persons.The IRS Small Business and Self-Employed Tax Center on the IRS website offers the...

Four Tax Tips about Tip Income

Four Tax Tips about Tip Income

If you work in an occupation where tips are part of your total compensation, you need to be aware of several facts relating to your federal income taxes. Here are four things the IRS wants you to know about tip income:1. Tips are taxable. Tips are subject to federal...

Upcoming FREE Evening Workshops for the Home Buyer/Owner/Seller

Upcoming FREE Evening Workshops for the Home Buyer/Owner/Seller

Attend our FREE Evening Workshops for the Home Buyer/Owner/Seller Are you looking to buy your first home? Are you looking to sell your current home and buy a new one? Do you have questions about the mortgage process? Do you have questions about...

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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Life Insurance – Why Now?

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