Since 1998, we have specialized in providing accounting, tax and financial services to individuals and businesses throughout New England.
We provide cost effective income tax, accounting, financial and business solutions that enable our clients to improve their bottom line and prepare for the future. Our tax and financial advisors work with your entire financial situation to develop a plan that will work towards your objectives and goals. Let our staff provide you or your organization with the insight that can lead to your financial well-being.
Whether you are an individual tax filer or a small to mid-sized business, we are passionate about your success; our business depends on it.
Personal Services
Personal Income Tax
-1040 & State Filings
-Fiduciary
-Estate
-IRS & State Taxing Authority Representation
Personal Tax Planning
-Reduce Tax Exposure
-Estimated Payments
Investments
-Financial Planning Services
-Retirement Savings
-Traditional & Roth IRA’s
-401(k) Rollovers
-529 Plans
Life Insurance
-Term Life
-Whole Life
-Permanent Life
-Annuities
Business Services
Corporate Income Tax
-C Corporations
-S Corporations
-Partnerships, LLC, etc.
-501(c)
-IRS & State Taxing Authority Representation
Corporate Tax Planning
-Reduce Tax Exposure
-Improve Your Bottom Line
Small & Midsize Business Accounting & Business Services
-Bookkeeping
-Business Tax Filings (Sales Tax, Employment Taxes, etc.)
-Business Start-Up Guidance
-Entity Selection (S or C Corporation, Partnership,
LLC, etc.)
-Payroll
Investment Programs for the Employer & Employees
-Financial Planning Services
-401(k)
-Simple, SEP
-Traditional & Roth IRA’s
Life Insurance
-Term Life
-Whole Life
-Permanent Life
-Annuities
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.
We currently have individuals licensed to offer securities in the states of GA, MA, NC, and RI.
This is not an offer to sell securities in any other state or jurisdiction.
