Our Services

We provide the following Services:
 

- Tax Preparation and Planning

- Business Plan Development  

-Small Business Consulting and Bookkeeping

- Accounting

- IRS Representation

- Estate Planning & Consulting

- Retirement Planning

- Investment Consultation*

-Financial Planning

-College 529 Plans

-Insurance

*Securities and investment advisory services offered through SagePoint Financial, Inc., a registered broker-dealer, Member FINRA/SIPC and a registered investment advisor. Additional advisory services offered through Dixon & Co., a registered investment advisor not affiliated with SagePoint Financial Inc.