We provide assistance in the following areas:
Investments*
- Educational IRA*
- Traditional IRA*
- Roth IRA*
- SEP IRA*
- Simple IRA*
Financial Services*
- Retirement Plans*
- Tax Plans
- 401 (k) Planning*
- 403 (b) Planning*
- College Plans*
- Estate Plans
- Money Purchasing Plans*
- Profit Sharing Plans*
*These services are offered by Rockie Sanders through his affiliation with Avantax
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
