Browse Our Services
  • Accounting & Bookkeeping
    Complete accounting & bookkeeping services for small businesses and corporations.
  • Tax Planning & Preparation
    Tax planning, forecasting and tax preparation for individuals, small businesses and corporations.
  • Financial Planning
    Full service Financial Planning for future goals.
  • Insurance
    Life Insurance services. Making sure your fully covered to get the care that you need when you need...
  • Financial Literacy Coaching
    Financial Literacy Coaching; advising and educating on finances, aiming towards financial freedom, a...
  • Business Consulting
    We assist you with structuring, organizing and meeting your business goals.
  • Credit Building Consulting
    We consult and educate on how to manage the fluctuations in credit and how to stay credit worthy to ...
  • Document Preparation Services (for Financing)
    We assist clients with preparing the appropriate documents necessary for financing and being approve...

Welcome to our website!

 

COVID-19 Tax Resources

 

Welcome and thank you for visiting our website. Our online office brings financial services directly into your home or business enabling you to more actively participate in financial management.  As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide.  This website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance. 

We have included useful resources so that you can:

Stay Alert to tax and business news by reviewing the client newsletter (in our Newsletters section).

Use the Interactive Financial Calculators to assist you in budgeting, financial planning, or determining loan payments (in our Financial Calculators section).

Get links to external websites that we think would be of interest to our clinets and visitors (in our Links section).

Review Tax and Financial Topics of Interest in additional pages of our site to keep you informed of tax deductions that might benefit you and that you should be aware of.   

Visit our site as often as you can, as current news impacting your financial situation will be updated consistently.  Please feel free to contact us with any questions or comments you may have - we would love to hear from you.  We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.  

 

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