What We Do

  • We assist you through a myriad of government forms and situations: IRS, State, College, legal and any others you need help with. We can be your government interface.
  • We help you plan successful outcomes to your Personal life goals, and long and short term business goals.
  • We assist you with business entity selection and compliance, and help you realize the most benefit during start up and in the years ahead.
  • We assist you with estate planning and interfacing with attorneys.
  • We have also have a substantial base of referral options to meet your needs.

Refer a Client get a discount on your next tax service:

Get a $25 discount off your tax return preparation this year, or a credit on your account for next year’s tax return.

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