We currently hold CPA licenses in the following states:
  • New Jersey
  • Florida
We are members of the following professional associations:
  • 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 are accredited by the AICPA as a Personal Financial Specialist holding a certificate under the Personal Financial Planning Section.

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 QBW Certified ProAdvisor.gif - 1632 Bytes 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 Offered Through:
Securities America, Inc.
Member: FINRA & SIPC

Advisory Services Offered Through:
Securities America Advisors, Inc.

12325 Port Grace Boulevard
La Vista, NE 68128
(800) 747-6111

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