Our Exclusive Services

  • Income Tax Reduction Planning
  • Income Tax Preparation
  • Retirement & Early Retirement Planning*
  • Institutional Money Management
  • Pension & 401k Distribution Plans
  • IRA Rollovers*
  • Annuities*
  • Disability
  • Life Insurance*
  • Long-Term Care Insurance
  • Estate Preservation

We believe that by providing our clients with some of the best investments and services available, we will try to help you feel more at ease with your retirement choices.

 

3220 SW 31st Road, Suite 202 Ocala, FL 34474 • (352) 622-0030 Fax: (352) 622-9031
13940 North US-441, Suite 902 The Villages, FL 32159 • (352) 674-0020 Fax (352) 674-0080
or email us at info@usatax.biz