PERSONAL

Tax Preparation

Individuals can benefit by using professional tax preparers. Do-It-yourself software leaves room for mistakes and issues causing your returns to be inaccurate.  We provide the highest level of accuracy to offer our clients their maximum refund.  We provide filing services for federal, state and local across the US.

Tax Planning

Tax planning is the most important aspect of your tax portfolio.  We analyze our clients individual financial situation to strategize and help to place them in the most advantageous tax position.  Like all aspects of life, failing to plan is planning to fail.

Personal Finance Consulting

Personal financial consulting –  we assist our clients by helping them become more financially fit.  We help our clients form a financial strategy from budgeting, tools to help build credit and reviewing options available for debt management.  Our goal is to equip our clients with the necessary tools to better serve their personal financial goals.