Financial & Insurance
I offer a wide range of products and services that can help clients get the stability needed to face life’s surprises. I work in sync with my clients to uncover their financial goals, review the present state of their financial health, identify gaps and offer strategies to help guide them up and down the financial mountain. I welcome the opportunity to work with you.
CPA firm specializing in the area of individual and business tax preparation, consulting, tax planning, and IRS and state income tax representation. We can prepare simple as well as complex individual and business tax returns, including returns with multiple state filings.
While this firm is new, the founding shareholder, Mark G. Paczosa, CPA, has over 25 years of national, regional, and local CPA firm experience. Mr. Paczosa and his staff are committed to providing our clients with the expertise of a large firm and the personal attention of a small firm.
We represent many of the insurance industry’s finest Carriers. We write all lines of Property and Casualty Insurance for both Personal and Commercial exposures. As a result, we are a one-stop shop for all of your insurance needs.
As our name indicates, we are first and foremost Advisors. We believe if we cannot first understand what your insurance needs are, we cannot effectively service you. Consequently, we take a consultative approach to building your insurance portfolio. Call us before your next renewal. We are “Ready To Earn Your Trust!”
