I am a minority-owned business with extensive experience in accounting across various roles. I aim to expand my mission to help organizations achieve stability and operational success.

We do tax consultations and tax preparations for both individuals and corporations. We also are licensed for investment and insurance products. The insurance products include self managed retirement plans for owners of small corporations that can defer the earnings of the corporation in which the total amount of the deferred comp plan is 100% deductible. I am an Enrolled Agent and also a Certified Estate Planner, with the designation of a Fraternal Insurance Cordinator....

Over the years, we noticed that even the smartest people make small mistakes and miss opportunities in their personal finances. Whether it was because these families lacked the time to manage their finances or because their finances weren’t well-coordinated, these mistakes ultimately cost them time, money, and stress. To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals. This not only requires the coordinatio...

I help my customers with both tax preparation and tax planning. I work with individuals and companies, in the US, International and Expatriates.

My business stands out because I take care of my clients and give them all year round service. I do their tax return as if I am doing my own. The fast pace and making my clients happy. I love helping people.