Additional Services

When it comes to the world of taxes you need a knowledgeable professional on your side.

We have the expertise you are looking for in a tax professional and can help you navigate your options.

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past.

If you don’t see exactly what you’re looking for on our site or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.


Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review



Income Planning
Elder Care Planning

What People are Saying

Rob Zeigen has been our accountant for several years and so lucky to have found him. His personal and professional skills are excellent . He is always there to answer questions or seek his advise on all financial matters. He is most patient and kind person and always present.

Simply the best

Malvina N, Boca Raton Florida.

Have been with them for years. Always have done a great job, definitely trustworthy and knowledgeable. Highly recommend their firm!!

Always have done a great job

Sheryl F. Boynton Beach FL


An Accounting Methods Rundown for Boca Raton Businesses

An Accounting Methods Rundown for Boca Raton Businesses

Before I get into accounting methods basics today (a subject near to my heart) ... I hope you were able to get in on some Memorial Day activities this past weekend (though I know some Boca Raton business owners are in the thick of things during this commemorative...

Making the Most of Your Boca Raton Business’s P/L Statement

Making the Most of Your Boca Raton Business’s P/L Statement

In the arena of not-so-good news, along with so many other things these days, it looks like IRS interest rates have gone up for Quarter 3. Inflationary insults to injury for Boca Raton business owners.These days are getting tougher. Hang in there.Now … the one...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!