Investment Management

 Services include:

  • Comprehensive Financial Planning 
  • Ongoing Investment Management 
  • Online Account Access
  • Regular Portfolio Reviews

Read more about our financial planning and investment management services.   

Note: Minimum investment for assets-under-management service or financial planning is $500,000.  Owners of open investment accounts receive free individual/joint state and federal tax form preparation and filing for life of account.


Tax & ACCOUNTING Services

 Services include:

  • Tax Preparation
  • Quickbooks Monthly Accounting
  • Payroll Services (Including Tax Reporting)
  • Reconciliations
  • Accounting and Tax Prep. for Individuals/Couples, S Corp.’s, LLC’s, Partnerships and Non-Profits

View our reviews here

2019 Tax Preparation Procedures

2020 Blank Tax Organizer

2019 Tax Document Checklist

2019 Tax Rates, Schedules, and Contribution Rates (Courtesy of Putnam Investments)

Examining the Tax Cuts and Jobs Act (Courtesy of Putnam Investments)

Notice Regarding Covid-19 and Meetings/Tax Preparation 2019


Literature & Forms


  • Educational Articles
  • Newsletters
  • Service Forms

View our literature and forms here.

Message From The Founder

Although the principles that founded the accounting and investment professions haven’t changed much over time, the way in which we do business has. Our valuable clients expect and receive the best possible service.  They also get an accounting and financial firm that realizes that to be ahead of the curve, we need to offer the most modern and technologically advanced platforms and methods available to make getting needed services seamless in today’s ever-changing environment.  Combined with our extensive industry experience, we are at the ready to make your tasks and long-term needs in the areas of accounting and investment management easy and enjoyable.  I very much look forward to earning your business and working with you.

Brian T. Eddy, MBA, CFA, AEP(R)

Eddy Company, LLC is a Registered Investment Advisor and Accounting Services Firm 
Securities offered through Interactive Brokers Group, LLC.  
Click here to for more information on the financial stability and client security measures of Interactive Brokers Group.