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Products & Services

At American Financial and Tax, we provide assistance in the following areas:

Investments

  • Managed Portfolios 
  • Roth IRA
  • Variable Annuities
  • Educational IRA
  • SEP IRA
  • Asset Management Services
  • Traditional IRA
  • Simple IRA

Financial Planning

  • Retirement Plans
  • 403 (b) Planning
  • Profit Sharing Plans
  • Tax Plans
  • College Plans
  • Defined Benefit Plans
  • 401(k) Planning
  • Estate Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Federal Tax Preparation
  • Representation Before the IRS
  • Small Business Accounting
  • Trust & Estate Tax Preparation
  • Relocation Tax Issues

  • Income Tax Preparation
  • Business Start Up
  • Certified QuickBooks Pro Advisor
  • Sales & Use Tax Preparation
  • Corporate Taxes