Denise came to the Chambersburg area in 1981, and has been working in the public accounting profession for over 35 years...
01. Our Mission
To help provide financial peace of mind to our clients with customized tax, accounting, and financial planning strategies.
02. Our Vision
To assist our clients in accumulating, protecting, and transferring their wealth.
03. Our Values
Responsibility
Honesty
Achievement
Our Services
Tax Planning
- Individual Tax Preparation and Planning
- Business Consulting
- Business Tax Preparation and Planning
- New Business Acquisition
Small Business Accounting
- Accounts/Receivable and Accounts/Payable
- On-Site and Remote Payroll Service Available
- Quickbooks Software Installation, Training, and Consulting
- QuickBooks ProAdvisor
Payroll Services
- Check Processing Including Direct Deposit
- On-site and Remote Payroll Services Available
- Weekly, Bi-weekly, Semi-Monthly, Quarterly, and Annual Payroll Deposits, Reports, and Returns
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing plans
- Asset Allocation
Investments
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Alternative Investments
- Variable Annuities
Insurance
- Disability Income
- Life Insurance
- Long Term Care
