Business Description

Specialist in the field of taxation, providing services since 1981. We prepare most every type of federal, state or local return for individuals, small busineses, partnerships, corporations, trusts, estates, LLC's and other taxable entities. All principles are Enrolled Agents "EA" licensed to practice before the IRS by the U.S. Department of Treasury, Accredited Tax Preparers "ATP", and Accredited Tax Advisors "ATA", Certified Divorce Financial Analyts "CDFA"

Services Offered

	To request additional information please visit our Website. To submit a request please click on the services offered below.
	Accounting & Bookkeeping Business Tax Preparation Financial Advisors Financial Planners

Frequently Asked Questions

General Questions
Q.	Do you have a customer satisfaction or refund policy?

Financial Planners
Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Accounting & Bookkeeping
Q.	What are your qualifications? What professional certifications do you have?

Q.	How do you charge for your services?

Business Tax Preparation
Q.	What are your qualifications and experience?

Q.	Will you come to our location?

Q.	What are your rates?

Q.	Why should we choose you for our tax needs?

Q.	Do you have a customer satisfaction or refund policy?
If customer is not satisfied orginal paperwork is returned and no fees are collected.

Q.	What are your qualifications? What is your education background?
Bachelor and Masters degrees, working on a Doctorate degree. The following professional designations: ATA, ATP, CDP, CDS, EA, RFC. Fully licensed security broker, Insance agent. Enrolled to practice before the IRS - Enrolled Agent. Horizon Financial Planning Corp is a Registered Invesment Advisor.

Q.	What is your approach to financial planning?
Identify and list goals, Determine current status and map out a plan to get from today to the future in a risk appropriate manner

Q.	What services do you offer?
Tax Preperation and business consulting through Wink Tax services. Full financial, Investment, Insurance, Estate planning through Horizon Financial Planning Copr. Full Investment brokerage services as well as insurance (life, Health, Long term care) through R & D Financial Services Inc.

Q.	How many clients do you currently manage?
1100 Tax and Accounting 100 Financial Planning 150 Investment

Q.	Will you be the only person working with me?
No, if additional experts such as attorneys etc are required we would suggest those experts be used.

Q.	How are you compensated? How will I pay for your services?
We provide fee only Tax and accounting services via Wink Tax Services. We provide fee only Financial planning services via Horizon Financial Planning Corp. We charge commissions on investments and/or insurance through R & D Financial Services Inc. It is client choice which services they use.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
We do not take discretionary authority and must have client approval prior to all trades

Q.	Do you offer any guaranteed results?
No

Q.	How much risk should I be willing to take?
Risk level is determined for each client as each client is unique

Q.	Have you ever been charged with any breaches?
No

Q.	What are your qualifications? What professional certifications do you have?
Enrolled Agent, Accredited Tax Preparer, Accredited Tax Advisor

Q.	How do you charge for your services?
Hourly fees for bookkeeping, accounting, tax prep, audit representation. Ongoing bookkeeping for some clients is a flat monthly or quarterly fee.

Q.	What are your qualifications and experience?
Enrolled Agent, Accredited Tax Advisor, Accredited Tax Preparer

Q.	Will you come to our location?
yes for people with disabilities

Q.	What are your rates?
we charge based on the forms prepared.

Q.	Why should we choose you for our tax needs?
Tax returns are our speciality