Professional Business Services
New
Offers online services
New
Offers online services
About
I've been helping small businesses and individuals to make more profits, pay less taxes and keep more of the money they earn
It's a challenge and a passion of mine.
Highlights
Hired 1 time
2 employees
30 years in business
Serves Minneola , FL
Offers online services
Payment methods
Cash, Check, Venmo, Zelle
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
Photos and videos
No reviews (yet)
Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.
Frequently asked questions
What is your typical process for working with a new customer?
Get to know who they are, what their goals are and dig out all the information that limi tgere tax liability. Bookkeeping and accounting consultation to increase their profits. File their taxes.
What education and/or training do you have that relates to your work?
Over 35 years of experience as a CFO, controller, consultant, and Director of HR
Services offered
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning