Financial Services:

B & A Tax Service offers a number of financial service products all through our association with a well known wealth management group. Call or email us today to set-up your free consultation.

• Financial Planning
• Retirement Planning
  • IRA
  • Roth IRA
  • SEP IRA
  • And much more…
• Investment Advisory Services
  • Asset-based advisory services
• Full Service Brokerage
• Mutual Funds
• Tax Deferred Annuities
  • Fixed Annuities
  • Variable Annuities
  • And much more…
• Real Estate Investment Trust
• Company Sponsored Retirement Plans
  • 401(k)
  • Safe Harbor 401(k)
  • Simple 401(k)
  • Single (k)
  • Profit Sharing Plan
  • Defined Benefit Pension Plans
  • Simple IRA
  • SEP IRA
• College Savings Plans
  • 529 College Savings Program
  • Coverdell Education Savings Account
  • UGMA/UTMA Accounts
  • And much more…