J whisman

Colonial Financial & Income Tax Service. We can help you with a full range of financial planning, retirement planning, investment products and tax services. Our staff members include Certified Public Accountants (CPA), Financial Planners (CFP), Chartered Life Underwriters (CLU) and Tax professionals (MS) with many years of experience. Our services include a comprehensive assessment of your current investment picture, beneficial adjustments to your portfolio, income tax preparation for your federal and state income tax returns, and assisting you with tax planning opportunities. We also do business returns, including corporations, partnerships, LLC'S and trusts. The fees we charge vary depending on the complexity of your financial, tax preparation or retirement planning services you need. We believe our fees are both reasonable and competitive for the professional services we provide. To begin our service we will interview you using our financial data organizer which lists a host of questions and documents we will need to understand your needs. Call us today, 302-322-1135, to arrange a FREE initial consultation.