Products & Services

We provide assistance in the following areas:

Investments*

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
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

Tax Planning

Relocation Tax Issues
State Tax Return Preparation
Representation Before the IRS
Tax Return Preparation
Individual Tax Preparation and Planning
Business Start Up, Counsel and Corporate Taxes
Small Business Accounting Services
IRS and State Tax Audits
Income, Gift and Estate Tax Returns

*These services are offered by Lois A. Leynse, Gurvinder Aujla, Anne C. Lowry and Jennifer Stewart-Smith through their affiliation with Avantax.