Our Services

PROFESSIONAL & FINANCIAL SERVICES

 

              

Business Services
Accounting
Auditing
Financial Statements
Litigation Support
New Business Help and Start Up      

 

Tax Services
Tax Preparation & Planning
IRS and NYS Representation
Collections, Levies & Offer in
 
C
ompromise Matters
Estate Tax Returns & Administration
Out of State Tax Returns
Unfiled Tax Returns

 

Financial Services
*
Annuities
* Financial Planning
* Investment Planning
* Strategies for Wealth 
Accumulations
* Pension Administration
* Pension Plan Rollovers
* IRA's
* Keogh
* 401K Plans
* Retirement Planning
* Estate Planning
* College Funding

*These services are offered by Lanny J Weisman through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.