We are dedicated to providing high quality Accounting, Tax and Financial Planning Services to small businesses and individuals year-round.
Accounting Services
• Bookkeeping
• Payroll
• Agreed Upon Procedures
• Reviews
• Compilations
• Financial Statement Preparation
Tax Services
• Individual Tax Planning
• Business Tax Planning
• Tax Preparation
• IRS Representation
Financial Planning*
• Retirement Planning
• Estate Planning
• Management Advisory Services
Accounting Services
• Bookkeeping
• Payroll
• Agreed Upon Procedures
• Reviews
• Compilations
• Financial Statement Preparation
Tax Services
• Individual Tax Planning
• Business Tax Planning
• Tax Preparation
• IRS Representation
Financial Planning*
• Retirement Planning
• Estate Planning
• Management Advisory Services
Insurance
• Life
• Long Term Care
• Group Health
• Individual Health
• Disability
Individual Investments*
• Annuities
• 529 Plans
• Roth IRAs
• Traditional IRAs
• Stocks
• Bonds
• Mutual Funds
• ETFs
Business Investments*
• SEP
• Simple IRA Plans
• 401(K) Plans
• Profit Sharing
• Individual K
Consulting
• Marketing Services
• Computer Consulting
• QuickBooks™ Advisor
• Small Business Mentoring
• Business Plans
• Loan Proposals
• Notary Public
*Services offered only by Ronald Castor, Investment Advisor Representative
Individual Investments*
• Annuities
• 529 Plans
• Roth IRAs
• Traditional IRAs
• Stocks
• Bonds
• Mutual Funds
• ETFs