The company was founded by William O'Brien and ran successfully for many years. Later purchased by Arthur and Jean Begley in 1982. Then subsequently purchased by Jeffrey and Bernice Begley in 1999.

The primary services that the company provides are Tax Preparation and Financial Advising/Retirement and life insurance. With financial services and tax preparation integrated, we believe we can serve our clients in a more unified fashion. Utilizing a more synergistic approach to wealth Building and management.

Our clients find it pays big dividends to have your financial advisor in the same office with your tax preparer. You get the whole big picture at along with the minuscule details in this ever-changing and bewildering tax code.

We also have estate planning and life insurance vehicles, which play a big part in some individuals plans.