Ronald J. Castro
Pharmacy
94 N Elm St, 01085 WestfieldBookkeeper
Olszewski & Liptak provides all of the traditional tax compliance services for closely-held businesses, individuals, estates and trusts. We also prepare "review" and "compilation" financial statements, and offer complete bookkeeping and payroll services. We also pride ourselves on the Value Added Services. These services include income tax planning, accounting software consulting, estate and retirement planning, budgeting, business valuation, shareholder agreements, and entity structure. In a continuing effort to provide you, our valued client with the superior service you have come to expect, Olszewski & Liptak, PC recently formed a strategic alliance with the Gent Financial Group in West Hartford, Connecticut, which is associated with New England Securities and New England Life Insurance Company. As your accounting firm, we realize that in the face of varying economic cycles, heavy tax burdens and changing personal and professional lifestyles, clients want a firm that offers a full range of financial services. Olszewski & Liptak, PC is well versed in the tax implications of your finances and now would like to be of service to you with regard to your complete financial portfolio. Forming this alliance will allow us to do just that. We want to be your "financial quarterback." Our firm has the capacity to prepare a "Financial Profile" and assess your personal financial needs. The profile is designed to determine your financial priorities and goals, and provide methods to achieve them. Some of the areas addressed are college education planning, retirement planning, estate planning, investment strategies and insurance needs analysis. We can help you set up and select mutual funds for your IRA's, SIMPLE's, SEP's and non-retirement accounts. Some of the mutual fund families we use are AIM, SunAmerica, MFS, American and IXIS Advisor, but we are not limited to those families and have access to almost every mutual fund through our broker, New England Securities. We also have the ability to offer annuities and life insurance from several life insurance companies.
94 North Elm Street Suite 209, 01085 Westfield
Pharmacy
94 N Elm St, 01085 Westfield