As a representative of Cadaret, Grant & Co. Inc., our investment management services help diversify your wealth. With over 15 years of experience, owner Greg Orcutt can help you create a plan that meets your retirement goals.

Where to start? We’ll help determine which plan works best for you, and then implement it. Spreading your wealth among many different investments will give you and your family more options. Our financial planning process helps you analyze whether you’re on the right track for:

  • Proactively planning retirement
  • Reaching your financial goals
  • Maximizing Social Security benefits
  • Maintaining your current lifestyle, later in life

Tax Return

Orcutt & Company prepares individual tax returns for business owners, employees, and self-employed professionals with unique requirements, i.e., ministers. We provide efficient and timely service, using the method that best serves you.

Express Service

Simple tax preparation in three easy steps:

  1. Make an appointment
  2. Bring in all required supporting information
  3. Walk out with a completed tax return