An accounting and tax firm dedicated solely to you and your best interests. No project is too great, not too small, tackling everything from: income taxes, bookkeeping, tax planning, and business income tax preparations.
With over 20 years experience, we have achieved the perfect fusion of talented individuals. Professional accountants, IRS law practitioners, business authors, and registered investment/financial advisors - our firm is a one-stop-shop for all of your individual/business needs.
We have you covered, from accounting and income tax preparations, to financial planning and insurance brokering. Always 100% satisfaction guaranteed.
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Amazing Experience! I appreciated everything you guys did for me and my family and was astonished on how much we got back this year. It's so worth working with professionals who are very knowledgeable in their field to guide us towards financial benefits. I thought I would have to pay back again this year because of our business but was happily surprised. Look forward to working with you all again very soon.
Lo profesional, excelente atención y el conocimiento de su trabajo
I've been paying back taxes for as long as I can remember, not anymore! It's been such a relief to work with someone who cares about your money as much as you do. Cannot recommend enough!
Great accountant who goes above and beyond to find every deduction I qualify for, got me back $8000 from the IRS
Three steps: Initial interview to assess goals and financial condition. Next, agree on a strategy and implementation. Lastly, regular monthly meetings for follow-up and to make sure that we are keeping on track with the early strategy - making changes/alterations as needed.
Professional Accountant; IRS Law Practitioner and Enrolled Agent; Property and Casualty Insurance Analyst; Life, Health, and Annuities Insurance Broker; Registered Financial/Investment Advisor; Notary Public; Published Business Author; Retirement/Tax Specialist.
The value that we add to your team, project, business will always far exceed what we charge. For every $1 that we charge, we expect to give back 10x in direct savings.
Simple individual income taxes: $99
Complex individual income taxes: $199
Simple business income taxes: $249
Complex business income taxes: $500
I’ve always been fond of business, the financial system, and the loopholes that are used by the ultra-successful every day to avoid paying excessive taxation. I am trying to bring those tools over to the starting entrepreneur and common working-man, to help them keep more of their money and make fewer costly mistakes.
Individuals, Small and medium-sized businesses, non-profit organizations, estates and trusts.
Income Tax preparations, depending on their complexity and urgency, are usually completed same-day.
If you are paying taxes you are doing it wrong. Simple. Work with someone that understands the financial system well, and the nature of businesses and their cycles even more.
1) Experience with the project
2) Timeliness of completion
3) Cost of the project to fruition
4) Savings/Value added of this project
5) Follow up of the professional after completion of the project
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