We provide assistance in the following areas:
Tax
- Individual Tax Return
- Business Tax Return
- Trust, Gift. & Estate Tax Return
- Tax Planning
- IRS Representation for Audits & Appeals
- Tax Reduction Recommendations
Accounting
- Various Accounting Software Support
- Payroll Services
- Bookkeeping
Business Consulting
- Consulting for Small Businesses
Investments*
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Variable Annuity
Financial Services
- Retirement Plans*
- Tax Plans
- 401(k) Planning*
- 403(b) Planning*
- College Plans*
- Estate Plans
- Money Purchasing Plans*
- Profit Sharing Plans*
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
- Premium Finance
*These services are offered by Peter Herb through his affiliation with Cetera Financial Specialists.