• New Jersey
• Florida

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants
• Florida Institute of Certified Public Accountants
• National Association of Tax Professionals
• Financial Planning Association
• Financial Services Institute

We hold the following FINRA (Financial Industry Regulatory Authority) licenses:

• Series 6 - Investment Company / Variable Contracts Limited Representative
• Series 63 - Uniform Securities Agent
• Series 7 - General Securities Representative
• Series 24 - General Securities Principal
• Series 53 - Municipal Securities Principal

We are authorized to transact securities, investment and financial planning business in the following states:

• New Jersey
• Florida
• New York
• Alabama
• Illinois
• Maryland
• Georgia
• North Carolina
• South Carolina
• Virginia
• Oregon

We hold Life, Health and Disability Insurance licenses in the following states:

• New Jersey
• Florida
• New York
• Georgia
• North Carolina
• South Carolina
• Virginia

We hold Property & Casualty Insurance licenses in the following states:

• New Jersey

We offer the following accounting, management advisory and tax preparation services:

• Basic client write-up services
  
  
• Automated client write-up services
  
  
• Payroll write-up and payroll tax preparation services
  
  
• Financial statement preparation, analysis and consulting services
  
  
• We are a Certified Professional Advisor under INTUIT’s Professional Advisor Program for QuickBooks, QuickBooks PRO, QuickPayroll and Quicken software programs
  
  
• We offer a full range of management advisory services from initial business consulting, startup consulting, organizational structure, business registration and incorporation services
  
  
• We offer software applicability, feasibility and installation services
  
  
• Electronic tax filing, with Rapid Refunds, Return Check and Direct Deposit, as well as laser generated filings in all applicable states for all personal and business return filings
  
  
• Litigation support services, as well as “Expert Witness” testimony for litigation for both individual and businesses, including divorce tax planning and support services
  
  
• Legal representation before Federal, State and Local tax authorities for individual and business entities for accounting, tax and audit issues
  
  
• Negotiation and resolution support services for individuals and business entities
  
  

We offer the following financial, tax and retirement planning services:

• Full range of financial planning services including:
  
  
  • Stocks, Bonds, Mutual Funds and Brokerage Accounts
    
    
  • Educational and college planning inlcuding 529 College Savings Plans
    
    
  • Retirement planning, including social security integration and planning
    
    
  • Estate tax planning
    
    
  • Predetermined savings planning
    
    
  • Divorce planning
    
    
• Qualified and non-qualified retirement planning for:
  
  
  • Individuals
    
    
  • Business entities
    
    
• Residential financing and refinancing consulting and planning
  
  
• Debt Consolidation
  
  
• Health, Life and Disability insurance consulting and planning
  
  
• Employer Sponsored and Group Plans including Health, Life, Disability, Long-Term Care and Educational Savings plans
  
  
• Property & Casualty Insurance including Business Owners Policies, Commercial Auto, Worker's Compensation, Homeowner's, Landlord's, Tenant's, Vacation and Investment Property insurance policies
  
  
• Long-Term Care insurance
  
  
• Asset transfer and transition planning
  
  

Securities and Investment Advisory Services Offered Through:
Osaic Wealth, Inc.
Member: FINRA & SIPC


18700 N. Hayden Road, Suite 255
Scottsdale, AZ 85255
(800) 821-5100