Judith Ackland




  • Financial coaching

    A financial advisor can help you determine the best path for your financial success and teach you the methods to achieve your goals.  Whether you are in the middle of a crisis, trying to save for college expenses, trying to prepare for retirement, or confused about running your small business, our financial advisors will coach you and provide non-biased information and guidance you can trust.

  • For employers

    Employers:  Are you interested in offering an employee benefit that could increase your employees’ productivity and financial well-being?  Contact us to include our services in your financial wellness program or to offer our workshops for your employees.

  • Income tax planning and return preparation

    It’s difficult to achieve your financial goals if you are overpaying your taxes.  Our professional tax preparers can help you plan ahead and know what actions to take to reduce your income tax burden.

    Preparation of an income tax return – even a relatively simple one – can be confusing.  Even if you prepare your taxes online or use appropriate tax software, there’s no substitute for the assistance of an experienced tax professional.

    According to a study released by the U.S. government’s General Accounting Office in 2013, 77% of 71 million taxpayers believe they benefited from using a tax preparation professional.  We can help you take all the deductions and credits to which you are entitled while making the process as simple as possible.