About
We specialize in Entrepreneurs and are S-Corporation experts. A full service planning firm. We offer Residential Real Estate services, loans, payroll, medical insurance, life and long-term care insurance, in addition to tax and financial planning. We manage over $100,000,000 in assets and prepare over 1,000 tax returns per year. We work for you.
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KT
Kristi T.
I can get all my financial affairs in order at one location -- Taxes, Investments, Insurance, Loans, and Real Estate.
February 16, 2020
Frequently asked questions
What is your typical process for working with a new customer?
Call or email us with your questions to see if we are a good fit for each other. Call 949- 661- HELP (4357)
What education and/or training do you have that relates to your work?
We have a full staff of Enrolled Agents, Certified Financial Planners, Payroll experts, Medical Insurance specialists, Real Estate Agents, and Life Insurance agents.
Services offered
Business Tax Preparation
Individual Tax Preparation
Financial Services And Planning