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OUR BUSINESS SERVICES
Compliance
Coaching/Training
Compliance
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
Management
Coaching/Training
Compliance
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.
Coaching/Training
Coaching/Training
Coaching/Training
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.