Broker Check

Phone » 615.597.1559

Products and Services

We provide assistance in the following areas:

Tax Preparation and Planning

  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

Investments*

  • Stocks and Bonds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity

Financial Services

  • Retirement Plans*
  • Tax Plans
  • College Plans*
  • Estate Plans

Insurance

  • Life Insurance
  • Long Term Care Insurance

*These services are offered by Thomas Janney through his affiliation with HD Vest.