Our Services

At Benchmark Financial Services, we provide assistance in the following areas:

Investments

•  Educational IRA
•  Brokerage Accounts
•  Annuities
•  Traditional IRA
•  Roth IRA
•  SEP IRA
•  Simple IRA

Insurance Products

•  Disablility Income
•  Life Insurance
•  Long Term Care
 

Tax Planning

•  Relocation Tax Issues
•  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