We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Jeanne Owen through her affiliation with Avantax.
I have been working with individuals and businesses in the area for several years.I have extensive personal and professional experience.I am a qualified representative licensed to sell a variety of investment and insurance products.I...
Peggi has been an Enrolled Agent with more than 30 years tax and financial experience. She specializes in personal, small business, non-profit, and trust returns. She spends more than 30 hours a year, in seminars and classes keeping...
Bookkeeper/ Payroll/ Tax Preparer
Nathalie has been with us since 2014. She handles the day to day office duties along with Bookkeeping, Payroll Services, and Tax Preparation.