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.