OUR BUSINESS SERVICES

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 Taxes

• Collecting, Organizing, and Preparing Personal, Business, and Corporate Tax.

• Evaluate Taxpayers Financial and Legal Circumstances to Determine Tax Liability.

• Guide and Assist clients over the significant life-changing events, such as Marriage, the Birth of a child, Divorce, and/or Death of a Family Member.

• Accurately prepare complex tax forms and schedules, and E-file forms to IRS.

Entity Formation: 

• Our philosophy is to educate clients over the many types of business structures and help them decide which corresponds to their business.

• Limited Liability Company (LLC)
• Partnerships.
•  S or C Corporation.

Tax & Business Plan:

• One-to-one tax Education
• Provide financial accuracy on a tax perspective and ensure tax efficiency

Business

• Manage and track daily transactions, keeping up the books up to date.  

• Business presentations that addresses issues that arise between managers and workers

• Accurately report employee/contractor/both earnings with their corresponding forms, E-file and delivered 

Insurance: 

• Life insurance Protection 
• Commercial Insurance and more

Investment: 

• educate and guide clients to invest for their future. 

• We offer a Financial Need Analysis that will determine  your affordability and needs that would ensure to have a comfortable retirement days. 

• Investment for retirement and have in place a contingency plan for emergency is our plan.

Tax Coach

• We offer different training apart from the traditional way.  
• We provide the service of  Corporate Trainer in the tax business. 
• Train and coach new and/or existing participants that would like to become tax professionals. 
• Combining traditional education with technology tools will make this experience one kind of a lifetime. 

Tax Coach one-to-one

• We offer tailored training for individuals in a one to one fashion that would like to expand their knowledge over their own taxes either at the personal, business and/or corporation needs 

Your Future

•  Our practice offered a market of services in which we integrate associates in different areas of expertise such as Investment, Real State, Protection, and more. 
• We work together to make your goals and dreams a reality. Forming a strong financial structure and have all your legal documents including taxes well prepared allows you to have financial freedom.