We always strive to assist each individual and business in planning their deduction to minimize their tax liability. We encourage the client to keep us informed about their business changes, and/or income throughout the year so we can advise them before year end. Many times tax planning will lead to different entities such as incorporation.  Additionally, retirement planning can not only assist in financial planning but also save income taxes.  We strive to keep up with the latest tax regulations and any proposed legislation.  In financial planning, we offer assistance in trusts, estates planning, budgets, debt consolidation, insurance needs and much more. We are licensed to sell mutual funds and licensed as an insurance agent. We feel these qualifications help us offer our clients a well rounded service along with preparation of the tax return and monthly bookkeeping.