Products & Services

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