Financial Security

 

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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Six Tips on Whether to File a 2015 Tax Return

Six Tips on Whether to File a 2015 Tax Return

Most people file a tax return because they have to, but even if you don’t, there are times when you should. You may be eligible for a tax refund and not know it. Here are six tips to help you find out if you should file a tax return:General Filing Rules. Whether you...

Have You Seen Your Social Security Card Lately?

Have You Seen Your Social Security Card Lately?

We strive to provide you world-class service. With that in mind, Social Security rolled out a new service that allows some of our customers to request a replacement Social Security card online.The new online version of the Application for a Replacement Social Security...

Six Reasons to E-file your Taxes in 2016

Six Reasons to E-file your Taxes in 2016

Are you one of the few tax filers who still file a paper return? If so, now may be the best time to switch to e-file. Last year almost 129 million taxpayers filed their taxes electronically. They chose to e-file because it’s the fastest and safest way to file.Here are...

Lost or Stolen Refund Check?

Lost or Stolen Refund Check?

Taxpayers can always check the status of their Federal Tax refund using "Where's My Refund?" at IRS.gov or the IRS2Go mobile app. "Where's My Refund?" is updated no more than once every 24 hours, usually overnight. If one of these apps indicates the IRS issued 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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Life Insurance – Why Now?

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