Financial Planning for Professionals
We specialize in financial planning for Professionals
Tax Advisor for Real Estate Investors
Click below to see how we can help you in your real estate investing journey.
Tax Preparation & Planning
Click below to see info on how we Prepare your tax return and how we can help save you money through tax planning
Michael A. Procaccio M.B.A., E.A.
President, Investment Advisor Representative
Michael A. Procaccio II
Vice President, Registered Representative
Christine B. Kurek, E.A.
Senior Tax Advisor
Denise M. Procaccio
Operations Manager
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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