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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax Smart Planning to Help Minimize Taxes
  • Tax Return Preparation and E-Filing
  • Estate and Gift Tax Planning and Return Preparation
  • Financial Services
  • College Planning
  • Retirement Planning
  • Tax Audit Representation
  • Long-Term Care Insurance
  • Life Insurance
  • New Business Consultations
  • Business Planning Coordinated with the Personal Goals of the Business Owner
  • Business Tax Planning & Return Preparation
  • Computerized Bookkeeping Services
  • QuickBooks Accounting Software Installations & Consultations
  • Payroll & Sales Tax Return Preparation
  • Profitibility & Cash Management Planning
  • Financial Statements
  • Tax Audit Representation
  • Retirement Plans for Businesses*


*These services are offered by Jerry Style, August Lentricchia, and Alice Painter through their affiliation with HD Vest.