Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

We also offer standard tax preparation and accounting services. In addition to preparing and filing your tax return, Susan Gilman can help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals. We provide the following tax services for individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing.

Please call us if you have any questions about our firm or the range of financial products and services we provide.