OUR SERVICES
Strategic Tax Planning
The goal is to reduce your tax burden so you won't get bad news every tax season.
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We provide custom tax strategies that offer a competitive advantage by reducing your business costs and raising your profit margins .
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We understand every business is different therefore we take the time to learn your business model and strategize based on your current and future goals.
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We will analyze your financial statements, current, and previous years tax returns in order to create a customized tax plan for you.
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We aid our clients in making sure they are not using outdated tax principles and up to date on changing tax laws.
Professional Tax Preparation Services
You could be missing out on hundreds or even thousands of dollars by not going to a professional.
Our organization provides tax preparation for individuals as well as small business owners. Some of our services include:
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We provide individual tax preparation for those who have W-2s, 1099-NEC, 1099 MISC, etc.
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We prepare taxes for business owners to include Sole Proprietors, Partnerships, Single Member LLCs, Multi-Member LLCS, etc.
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We offer Audit Protection in the event your return is selected by the IRS for an Audit.
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We assist with filing past due tax returns for those who have not filed their returns for the previous years.
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We can amend your returns for your previous years if you fill you were missing credits on previous returns.
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We will analyze your returns to educate you where you can improve on documentation for upcoming years.
Business Consultation
Our consultations are tailored to the clients' individual situation in order to provide the best overall experience and benefit.
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We provide clients with the necessary information to set up and grow their businesses.
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We assist with 1 on 1 coaching to aid you in building your business.
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We will provide a personal business plan for those interested in improving their Business.
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We aid in the analyzation of your current business and provide information on how to improve your business while becoming more profitable.
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Personal coaching tailored to our clients' needs in order to put them on the right path to financial success.
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We assist clientele with creating strategic tasks to complete in order to achieve their future objectives.
Business Formation
$300+ State Filing Fees
​Business Gold Package
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Preparing & Filing the Articles of Organization
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Unlimited Name Searches
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EIN Business Tax Number
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Operating Agreement
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Business Banking Account
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One Hour Business Consultation
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$799+State Filing Fees
​Business Platinum Package
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Preparing & Filing the Articles of Organization
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Unlimited Name Searches
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EIN Business Tax Number
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IRS Form 2553
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Operating Agreement
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DUNS Number Set Up
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Business Banking Account
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BOI Report Filing Assistance
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One Hour Business Tax Consultation
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One Hour Business Consultation
Notary Services
The role of a notary public is to verify the identity of a person signing a document that is required by law to be executed as such.
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There are many times where clients have to sign documents in the presence of a Notary Public.
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We can provide notary services with or without a scheduled appointment depending on the level of service requested.
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We complete loan document signings in a professional and accurate manner.