Personal Services

 

James H Hundley CPA and Ethan J Hundley CPA offer the following products and services for individuals and families.

Tax and Accounting:

Individual Tax Preparation, Planning and Consulting
Electronic Filing

Personal Financial Statement Preparation

Investments:*

Individual Retirement Accounts (IRA’s)
Mutual Funds
College Savings Plans (529 Plans)
Other Investments

Insurance:

Fixed and Variable Annuities*
Life Insurance
Disability Insurance
Long Term Care Insurance

Planning Services:

Retirement Planning
 Rollovers*
 IRA’s*
 SEP’s*
 SIMPLE’s*
 401K’s*
 403B’s*
College Planning
Tax Reduction Strategies (Charitable and Estate Planning)
Cash Flow Analysis
Insurance Analysis

Notary Services

Click here for our Tax Organizer

Contact us to learn how these products and services can benefit you and your family!   

Disability Income Insurance and Long Term Care Insurance are underwritten and issued by H.D. Vest Insurance Services. See disclosure below.

*Services offered by James & Ethan Hundley through their affiliation with H.D. Vest Investment Servicessm