Tax Preparation-Investments*-Professional Money Management*-Estate Planning

A Unique Offering of Accounting and Planning Services 

When my father, Robert T. Green, Sr., started this business in 1974, he knew for certain that he had to earn his client’s respect, trust, and confidence and above all never compromise his integrity.  In 1994, when I took the lead with the firm I vowed to uphold the same high ethical standards.  This firm truly honors the trust and confidence our clients have placed with us and values the personal relationships we have built.  Many of today’s clients or their families began with my father and have continued to utilize the firm’s professional tax and accounting skills.

Let us help you...

• Tax Planning & Preparation
• Investment Management & Financial Planning*
• Accounting & Payroll Services
• Estate & College Planning

The integration of these services under one roof allow us to focus on meeting your needs and attaining your goals.

 *These services are offered by Robert T. Green Jr. through his affiliation with Avantax Investment Services  and Avantax Investment Services.