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Our Services

Your financial success is our ultimate goal. After getting to know and understand your needs, we apply our years of experience and expertise to assist you in any or all of the following areas:

  • Accounting consultation
  • Bookkeeping assistance
  • Tax preparation and planning
  • Financial planning*
  • Investment management*
  • Retirement strategies*
  • Estate planning and administration
  • Insurance and annuity products

* These services are offered by Kevin M. Harris through his affiliation with Avantax

For New Clients:

If you would like to become a new client, please message us here.

Current Clients: 

To request an appointment:

If you are a current client, please upload tax documents.using this link.