Assurance Services

The advantage of peace of mind.

Assurance services are just that: a professional review of any kind of financial document or contract, such as a loan, agreement or report that certifies the accuracy and validity of the item being reviewed. Transactions of this nature can be complex, confusing, and difficult to navigate.

Assurance services can give you peace of mind that you are not being taken advantage of, that the transaction is legitimate and that you, your family and your assets will be protected.

Oversights can be costly both financially and emotionally. Let us help you. The information we provide can ease your decision making and take the worry out of important transactions.

Contact us today
Cryptocurrency Transactions Getting Scrutiny by IRSCryptocurrencyTax
November 30, 2021

Cryptocurrency Transactions Getting Scrutiny by IRS

Cryptocurrency (crypto), is it a unit of account? A store of value?…
Will I be taxed if I rent my vacation home?Tax
November 10, 2021

Will I be taxed if I rent my vacation home?

If you’re fortunate enough to own a vacation home, you may want…
Participating in Your Employer 401(k) Plan401(k) PlanTax
November 5, 2021

Participating in Your Employer 401(k) Plan

Employers offer 401(k) plans for many reasons, including to attract and retain…