Products and Services
We provide assistance in the following areas:
Investment Management*
Retirement Strategies*
Estate Conservation
Insurance Products
Tax Management
Our staff is here to help with other aspects of your financial needs. The following are services we provide, but is not limited to:
- Tax Preparation & Representation
- Real Estate Tax Law Specialization
- Monthly Accounting Services
- QuickBooks expertise for your business
- Payroll Services
- New Business Start-Up Consultation
- Tax Planning
- Sales Tax & Financial Statements
- Estate & Gift Tax Planning
- Long-Term Care Insurance
*These services are offered by Leann Canty through her affiliation with Commonwealth Financial Network®.
Connect With Us
