About
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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Erica M.
Omar V.
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Michael G.
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Matt O.
Frequently asked questions
What is your typical process for working with a new customer?
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.
What education and/or training do you have that relates to your work?
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.
Do you have a standard pricing system for your services? If so, please share the details here.
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
How did you get started in this business?
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.
What types of customers have you worked with?
Individuals, Small and medium-sized businesses, non-profit organizations, estates and trusts.
Describe a recent event you are fond of.
Income Tax preparations, depending on their complexity and urgency, are usually completed same-day.
What advice would you give a customer looking to hire a pro in your area of expertise?
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.
What questions should customers think through before talking to pros about their needs?
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