​Services

Our firm offers a wide range of services to our individual and business clients.
Below, we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Ret i r e m e n t  Planning - Annuity  with upside
potential   and   downside    protection 

Move your funds that are not growing and not protected into this annuity. Your 401k, 403b, 457 retirement accounts are not guaranteed funds, you lose money with the volatility of the stock market. People have lost money on these retirements in the past and it will happen again. So why wait to lose all your hard earned life savings. You can rollover your funds from your 401k, 403b etc. without paying tax on them. It is guaranteed you will not lose money under this annuity and it will give you a better rate of return.
Retirement planning is critical in these uncertain times.
​Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Sales Tax Services

​State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner. Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Life  Insurance  with 
Living  Bene f i t s

As a business owner, you work hard to establish your life, business and achieve success. Plan ahead to ensure your success continues. A must have insurance, very different from whole life insurance. Get the protection you need today from Life Insurance that gives you lifetime income benefit, cash accumulation , tax free retirement and protects you when you are sick. This is taking life to the next level. We will provide you with the right policy to suit your needs.

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Budgeting

​We offer budgeting services since we believe that solid financial health begins with proper budgeting, it makes you accountable of your finances. It is not how much you make that counts but what you have left. This is the most powerful tool to building wealth. Budget is a road map to making your money work for you and not you working for your money DON’T SAVE WHAT IS LEFT AFTER SPENDING BUT SPEND WHAT IS LEFT AFTER SAVING.

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Financial Statements and Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business. Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

Tax Preparation and Planning

Tax Preparation & Planning
with ever changing tax laws and regulations, the preparation of income tax returns can be a confusing and time-consuming task for many.  Our office strives to deliver accurate and on time services when it comes to tax preparation. We also keep abreast of tax law changes throughout the year to ensure that you claim all the tax benefits that you are entitled to, maximize your cash flow and keep you on track to your financial goals
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, estates, and not-for-profit organizations
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
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We provide IRS assistance, and review past 3 years taxes  for missed deductions free. We offer you $40 for each referral and $20 for single referral.

Our clientele spans a wide range of income tax brackets and occupations, with the following as a list of some of the tax matters that we handle:

Individual/Sole Proprietors / Self-Employed Individuals / Independent Contractors
Rental Property Owners
Final Returns for the Deceased
Corporations
Partnerships
Estates and Trusts
Non-Profit Organizations

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Mortgages

How Much Will My Monthly Mortgage Payments Be?

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