Our Services

Lawrence Goldman & Nicole Roth are here to work with you to develop a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

We will work with you to customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Financial Services
  • Accounting & Tax Services
  • Payroll Services
  • Bookkeeping Services

 

    Financial Services 

  • Investment Management:  Mutual Funds, Fee-Based Asset Management Services
  • Retirement Planning:  IRAs, 401(k) Plans, Pension and Profit Sharing Plans, SEP's, Simple Plans
  • Insurance and Annuity Products:  Fixed and Variable Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed and Variable Annuities
  • Education Planning:  529 Plans, Coverdell Education IRAs

 

 Through Computer Accounting & Financial Service, Inc. we provide:

     Accounting and Tax Services

  • Tax Preparation and Planning: For individuals, corporations, partnerships
  • Tax Planning & Research
  • Estate and Gift Tax Planning & Retrun Preparation
  • Resolution and Representation of IRS Tax Issues
  • Incorporations and Corporate Representation.
  • Sales and Use Tax
  • Payroll Services and Taxes
  • Book Keeping Services For All Size Organizations
  • Quickbook Consulting
  • Certified Reports: Prepared and Certified Through L.A. Goldman & Associates