Our Services

Our firm offers a wide range of services to our clients. Because our firm is relatively small, our clients receive highly personalized service. Below you will find descriptions and information about of the most popular services that we offer.

This list is not all-inclusive. Please feel free to inquire about any question you might have. If we do not provide that service, we would be happy to refer you to a qualified professional.

Tax Services

• Tax Preparation & Filing
• Our Pricing Philosophy
• Prior Years and Amendments
• Alternate Minimum Tax (AMT)
• Tax Planning

Financial Services

• Investment Management*
• Retirement Planning
• Education Planning
• Special Situations 
• Charitable Planning

Managing Risks and Transition

• Managing the Risks of Life*
• Creating a Legacy

Social Security Planning 

• Maximizing Social Security 

*These services are offered by Nathan S. Zielonka through his affiliation with Avantax.