Retirement Planning &Tax Preparation
Plan today for a more secure tomorrow. We offer retirement solutions designed to help you build income, protect your assets, and enjoy peace of mind—along with accurate, stress-free tax preparation for individuals and businesses.
Our Services
Retirement Planning
Plan with confidence. Retire with peace of mind.
We offer retirement solutions designed to help you create reliable income, reduce taxes, and protect your hard-earned savings.
- Annuities & Retirement Income Solutions
- Tax-Deferred Growth Options
- Income for Life
- Help Protect Against Outliving Your Savings
Phone, virtual, and in-home appointments available by request.
Tax Preparation
Accurate. Reliable. Stress-Free.
We prepare tax returns for individuals and businesses so you can have confidence in your filing and keep more of what you've earned.
- Individual Tax Returns
- Business Tax Returns
- Small Business & Self-Employed
- IRS-Authorized E-Filing
Phone, virtual, and in-home appointments available by request.
Prefer us to contact you?
Submit a quick request and we'll get back to you as soon as possible.
Local Expertise
We understand the needs of Northern New Jersey families and businesses.
Personalized Service
We take the time to understand your goals and recommend solutions that fit your needs.
Trusted Guidance
Honest, straightforward advice to help you make confident financial decisions.
Disclosure.
Tax services are provided solely by Hatzis Agency. Insurance products are offered through Farmers Insurance Group of Companies® or other authorized carriers. Retirement services, including fixed annuity products, are offered through Farmers New World Life Insurance Company or other authorized carriers. All insurance products are subject to carrier eligibility and underwriting approval. Life insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.