As the foundation of Gragg & Gragg, LLP, our tax and accounting services are delivered with the same quality of care and concern for our clients as all our other services. We work with individuals and closely held businesses to assist them with tax planning and preparation. We believe in taking a forward thinking view and adding value by planning for taxes as opposed to just preparation of taxes. In working with closely held businesses, we strive to offer advice that is helpful, pertinent and easy to understand.

Focus on Fiduciary

Financial Advisors adhere to a Fiduciary Standard act in the client's best interests. These advisors are not Stock Brokers or Registered Representatives who benefit from selling you an investment or financial product. Fee-Only Financial Advisors adhere to a Fiduciary Standard and sell only one thing - their knowledge.

Do you want to know if you Financial Advisor, or prospective Financial Advisory, holds to a Fiduciary Standard? Click here to view a printable questionnaire for them to complete. Along with the questionnaire you will find an answer key to compare the answers to!