Financial Planning

Here at AZA, we have created an alliance with Lincoln Financial Advisors.  Our Alliance with LFA aims to better serve our clients needs with independent financial advice.         

 Lincoln Financial Advisors seeks to improve financial health and significantly impact the quality of life through co-ordination of your financial affairs by offering comprehensive financial planning and investment services.

Louis L. Kline and Kevin Auerr are registered representatives of Lincoln Financial Advisors.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp. a broker/dealer (Member SIPC),  and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies located at 29 Dean Ave., Franklin, MA 02038

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

Please do not send any trading or transaction instructions through this email.  They will not be executed. Please call the Lincoln Financial Advisors trading desk at 800-237-3815.

If you do not wish to receive future emails from me, please call me at 781-771-7535, or email me at  We will comply with your request within 30 days.  CRN-2176203-071118  

See below for more details:

Our Partnership with Lincoln Financial Advisors (pdf)


Financial Planning (pdf)


Lincoln Investment Menu (pdf)


Business Succession Planning (pdf)


Will, Trust & Estate Planning (pdf)



Individual Clients

  • Tax Planning
  • Federal and State Income Tax Preparation and Estimated Taxes
  • Mid Year Check-Up

Business Clients

  • Federal and State Income Tax Preparation and Estimated Taxes
  • Online Payment of Corporate Excise Tax
  • Online Filing of Annual Report
  • Payroll Tax Preparation
  • Meals Tax Preparation
  • Quickbooks Bookkeeping and Training
  • New Business Formation
  • Non-Profit Organizations
  • Financial Statement Preparation Including Reviews and Compilations

Tax Help

  • Non-Filed Tax Returns
  • Back Taxes Owed, IRS Liens and Levies
  • Offer in Compromise
  • IRS Payment Plan

Contact the office today for a no-cost, no-obligation consultation!