
About
Detailed affordable individual and business tax filing, wealth Management and Mortgage service.
Tax filing is more than data entry, its a financial tool that should lower your tax burden and preserve your hard earned money for wealth creation.
We are in Tax preparation and wealth management for over 10 years, Take pride in helping the Affluent, Mass affluent and the working class to lower their tax burden and preserve wealth.
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Frequently asked questions
What is your typical process for working with a new customer?
A client can complete the whole filing process with us over the web or email without steping in an office or spending hours struggling through themselves.
What education and/or training do you have that relates to your work?
We are Tax Advisors and Registered Financial Advisors, All our Tax Experts are college graduates, and has 20 years of combined experience in financial services, and tax accounting