Broker Check

1711 Route 46 East, Parsippany, NJ 07054

TEL.973-299-0444

List of Services

Tax and Accounting:

  • Financial Statement Preparation
  • Individual and Business Tax Preparation
  • Electronic Filing
  • Payroll and Sales Tax Services and Reporting
  • Estate and Trust Tax Preparation
  • Tax Planning and Consulting

Investments*:

  • Individual Retirement Accounts (IRAs)
  • Mutual Funds
  • College 529 Plans
  • Brokerage Accounts *Including Managed Accounts

Insurance:

  • Life Insurance
  • Long Term Care Insurance
  • Business Group Health Insurance
  • Disability Insurance
  • Fixed and Variable Annuities*

Financial Planning Services* Provided by:

  • Donald P. Kostka, CPA/PFS, CFP®
  • John R. Taylor, Jr., CPA/PFS, CFP®

Planning For Your Future

  • Rollovers*
  • College Planning
  • IRA's*
  • Tax Reduction Strategies
  • SEP's*
  • Cash Flow Analysis
  • Simple's*
  • Insurance Analysis
  • 401K's*
  • Estates & Trusts

Mortgage Services:

  • New Home Purchases
  • Refinances

Notary Services

*These services are offered by Donald P. Kostka and John Taylor, Jr. through their affiliation with HD Vest.