Business Description

I am a full service accountant providing bookkeeping accounting, investments, payroll, insurance, estate, and retirement services

Services Offered

	To request additional information please visit our Website. To submit a request please click on the services offered below.
	Accounting Services Business Tax Preparation Financial Advisors Financial Planners Life Insurance Agents

Frequently Asked Questions

General Questions
Q.	Do you have a customer satisfaction or refund policy?

Financial Planners
Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Life Insurance Agents
Q.	What carrier(s) do you represent?

Q.	Are there any pre-existing conditions that you can not cover?

Q.	How long does it take to complete the application and approval process?

Q.	Is there a maximum age that you can insure?

Accounting Services
Q.	What services do you provide? What are your specialities?

Q.	What are your qualifications? What professional certifications do you have?

Q.	How do you charge for your services?

Q.	Why should we use you for our accounting needs?

Financial Advisors
Q.	What services do you provide? What are your specialties?

Q.	What is your experience? How many clients do you currently manage?

Q.	What financial institution(s) do you represent?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Q.	Why should I choose you as my financial advisor?

Business Tax Preparation
Q.	What are your qualifications and experience?

Q.	Will you come to our location?

Q.	What are your rates?

Q.	Why should we choose you for our tax needs?

Q.	Do you have a customer satisfaction or refund policy?
none

Q.	What are your qualifications? What is your education background?
I have a BS in Business Administration. I am an Enrolled Agent.

Q.	What is your approach to financial planning?
My clients set goals and I help them acheive them.

Q.	What services do you offer?
Mutual funds, Variable and fixed Annuities. Life, Health and Long term care insurance. Accounting, Bookkeeping, Tax preparation. Financial planning, Retirement palnning Etc.

Q.	How many clients do you currently manage?
200

Q.	Will you be the only person working with me?
Yes.

Q.	How are you compensated? How will I pay for your services?
By the hour or by commission or a set fee.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
I must obtain your permission.

Q.	Do you offer any guaranteed results?
It is illegal to offer quaranteed results.

Q.	How much risk should I be willing to take?
You should take the amount of risk that you are comfortable with and appropiate for your age.

Q.	Have you ever been charged with any breaches?
No.

Q.	What carrier(s) do you represent?
Chase and any other company that I choose

Q.	Are there any pre-existing conditions that you can not cover?
no

Q.	How long does it take to complete the application and approval process?
Depends

Q.	Is there a maximum age that you can insure?
no

Q.	What services do you provide? What are your specialities?
Small business clients are best served by me

Q.	What are your qualifications? What professional certifications do you have?
Enrolled to practice before the Internal Revenue Service,Accredited Tax Advisor

Q.	How do you charge for your services?
A set fee according to your gross sales

Q.	Why should we use you for our accounting needs?
I am the very best at what I do and care about the well being and sucess of all of my clients

Q.	What services do you provide? What are your specialties?
Help people reach their goals

Q.	What is your experience? How many clients do you currently manage?
17 years as Registered Financial Advisor

Q.	What financial institution(s) do you represent?
Ing Direct

Q.	How do you charge for your services?
Flat fee, assets under management, comissions

Q.	Do you provide a free initial consultation?
Yes

Q.	Why should I choose you as my financial advisor?
I care about YOU

Q.	What are your qualifications and experience?
33 years experience. I am an Accredited TAx Advisor

Q.	Will you come to our location?
Yes

Q.	What are your rates?
Start at $60 and go up depending one the total number of forms in your return

Q.	Why should we choose you for our tax needs?
I will figure out the lowest legal tax for yoy