SERVICES
Our services are distinguished by close and personal attention to your situation. We specialize in individual and small business tax preparation and tax planning, business formation, bookkeeping and payroll, capital consulting, and life insurance policies to help alleviate your financial uncertainties. As certified tax experts and registered insurance agents, we have the knowledge and expertise to handle any situation.
For your convenience, we offer our services in various settings; face to face or virtual. We’re the uber of financial services. You can schedule a time that’s convenient for you. We can service in all 50 states.
tax services
Get up to $6000 same-day cash advance.
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We specialize in individual and small business tax preparation and tax planning.
Prices vary as taxes are billed by the number of forms we fill out for each client or business owner. You will receive a formal quote once you have provided all required documents to file your return.
Pay Nothing Out of Pocket
Being certified tax professionals, we will review each and every possible deduction and credit to ensure you get the maximum refund available.
With our refund transfer, you don’t have to pay anything up front, and your tax preparation fees will be deducted directly from your refund once your service is complete.
Maximum Refund
Year Round Support
We know your rights as a financial advisor and exude the utmost respect, understanding any information we discuss is 100% confidential.
We are not like your traditional tax preparers, we are open and available to service you all year round.
Communication is key in any relationship and we strive for customer satisfaction. Any calls, voice/text messages and emails will be returned by the end of the business day if received prior to 6pm EST Monday-Saturday.
LIFE INSURANCE
A simple, affordable way to financially protect the ones you love.
Buying insurance can't change your life; instead, it prevents your lifestyle from being changed.
Bookkeeping & Payroll
We provide bookkeeping services as personal accountants, our clients find that the productivity and convenience that we offer simply can’t be matched. Our bookkeeping system frees our clients from having to babysit their bookkeepers, allowing them to get out of the office and conduct their businesses.
Business Formation
Do you need to form a limited liability company (LLC) or corporation (S-Corp or C-Corp), ? Are you also uncomfortable filing the paperwork for your business structure on your own (e.g. Articles of Organization)? We are here to handle the entire business formation process for you, saving you money and allowing you to focus on starting your business.
Tax Planning
Tax planning is the analysis and arrangement of a person's financial situation in order to maximize tax breaks and minimize tax liabilities in a legal and efficient manner. Tax rules can be complicated, but taking some time to know and use them for your benefit can change how much you end up paying (or getting back).
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Notary
If you're looking for notary in a public or private setting, contact us today. You can come see us or we’ll come to you.
Some commonly notarized documents include:
Wills
Trusts
Deeds
Contracts
Affidavits
Bookkeeping & Payroll
We provide bookkeeping services as personal accountants, our clients find that the productivity and convenience that we offer simply can’t be matched. Our bookkeeping system frees our clients from having to babysit their bookkeepers, allowing them to get out of the office and conduct their businesses.
Business Formation
Do you need to form a limited liability company (LLC) or corporation (S-Corp or C-Corp), ? Are you also uncomfortable filing the paperwork for your business structure on your own (e.g. Articles of Organization)? We are here to handle the entire business formation process for you, saving you money and allowing you to focus on starting your business.
Business Formation
Do you need to form a limited liability company (LLC) or corporation (S-Corp or C-Corp), ? Are you also uncomfortable filing the paperwork for your business structure on your own (e.g. Articles of Organization)? We are here to handle the entire business formation process for you, saving you money and allowing you to focus on starting your business.
Bookkeeping & Payroll
We provide bookkeeping services as personal accountants, our clients find that the productivity and convenience that we offer simply can’t be matched. Our bookkeeping system frees our clients from having to babysit their bookkeepers, allowing them to get out of the office and conduct their businesses.
