Products & Services
We provide assistance in the following areas:
Investments *
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning *
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Tax Planning
- Relocation Tax Issues
- State Tax Return Preparation
- Representation Before the IRS
- Tax Return Preparation
- Individual Tax Preparation and Planning
- Business Start Up, Counsel and Corporate Taxes
- Small Business Accounting Services
- IRS and State Tax Audits
- Payroll and Sales Tax Returns
- Income, Gift and Estate Tax Returns
Accounting Services
- Auditing, Review, and Compilation
- Management Consulting
- Bookkeeping
- Payroll
* These services are provided by Joseph R. Aliciene Jr. through his affiliation with HD Vest Investment Services SM and HD Vest Advisory Services SM