Specialties: CPA/PFS, CFP: Tax & Accounting, Financial Services, Investments, Business Start up, Bookkeeping, Business Tax Planning, Estate and Gift Tax Planning, Income Tax Preparation, Litigation Support, Payroll Services, 401-k's, Annuities, Disability Insurance, Education Planning, IRA's, Life Insurance, Retirement Planning, Small and Large Business Retirement Plans. Established in 1978. in 1978 - Jamestown, New York Relocated in 2006 - Tampa, FL Moved office in 2008 - Wesley Chapel, FL (current location)