Our Services
MEDICARE, Individual & Group Health Insurance
Allow us to PERSONALLY guide you through the Maze of Health Insurance. Don’t Stress Anymore! Just Call Mary Jo Today for a personal review at NO Cost to YOU!
Complete prior to appointment:
Pennie Data Sheet, Medicare Intake Form
Tax Services
Tax Client Data Sheet - Fill out in advance of appointment
Due Diligence Questionnaire- Complete appropriate section if you have children, are self-employed or are in college.
We specialize in Tax Services for both Individuals and Small Businesses. We can file Simple or Complex returns. Click here for refund status. If you ever receive an IRS or State letter for a return we prepared, we will help you for FREE! Also, if you have Tax Debt and are dealing with garnishments and/or liens, WE CAN HELP! We can assist with Offers in Compromise or a Payment Plan with the IRS.
Accounting & Bookkeeping
Our bookkeeping services allow business owners to focus on growing their businesses and profits. This saves you money and time by taking the stress away from the day-to-day organizing and paperwork that comes with running your own business.
Other Insurances & Services
We offer Life, Long-term, Funeral, Dental, Vision, Cancer and other insurances. We also have Index Universal Life (IUL) products that is a great retirement option because of its Tax Benefits!
Our skills are a perfect match for us to assist you with your Retirement Needs!
Printing & FAX Services
Whether your job is Big or Small, Custom or Simple; We will provide a Quality Fax or Printed documents for you! Contact us by email, walk-in or call.