What We Can Do
Our Services
Tax Preparation
We provide tax preparation services for individuals, sole proprietor businesses, partnerships, real estate investors, LLCs, and S Corporations. We service clients all over the U.S. and are licensed to prepare returns in all applicable states. Our fees are all inclusive and there are no extra charges for e-Filing.
Virtual Tax Preparation
We provide virtual tax services to clients all over the world. Using our secure online portal we can take the stress away of having to schedule an appointment and meet during inconvenient business hours. Simply upload your documents and RELAX while we optimize your taxes! We also make sure to always have open lines of communication to let you know where returns are in our system.
Financial Planning
We do not manage or invest your money for our clients. Rather, we provide holistic financial planning guidance around the main focus points in a comprehensive financial plan. These include taxes, investments, retirement, college savings, insurance and estate planning needs. Our services are typically billed hourly.
Tax Planning
Tax planning is a crucial component of our services. We provide our clients with tips and suggestions on how to best lower their tax liabilities. From examining the pros and cons to investing in real estate, to determining if a Roth 401k is the right retirement vehicle for your needs – our firm has the knowledge to help you make the right decisions for yourself and your family.
