Services

TAXES AND ACCOUNTING

We are licensed, knowledgeable, dedicated tax and accounting professionals. From your year-end tax returns to complete tax planning, we have provided individuals and businesses with quality tax preparation and accounting services since 1989.

A COMPLETE PERSPECTIVE

Although some clients come to us just for their accounting and tax needs, we are pleased to say that we can provide much more than just tax preparation. We have grown, providing advice and solutions for all aspects of our client's financial lives. Our services give you simultaneous access to complete financial services including: strategies, tax expertise, insurance, mortgage and refinancing products, as well as investments.

CERTIFIED & SIMPLIFIED

We are a simplified, independent solution and we can simplify budget, tax, investment*, insurance and estate planning into an integrated and comprehensive solution. See our financial planning page for more information.

PROVEN SERVICE

We know that your success is the core of our business. Our trusted reputation was earned by taking time with each client and providing caring, personalized service with your best interest in mind. This philosophy has led our clients to come back to us year after year.

Investment and financial planning services are offered by Donald P. Kostka and John Taylor, Jr. through their affiliation with Avantax.

See A Full List of Our Services