Certified Public Accountant
Personal and Business Finance Advisor
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Individual Tax Preparation
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Business Tax Preparation
- Tax Planning
- Business Consulting
- Personal Finance Coaching
What to expect
01
Tax preparation & planning
Accuracy, timeliness, responsiveness, experience, professionalism, relevant tax strategies
02
Business consultation
Comprehensive business consulting based on the specific and needs of the organization. Gain an informed advisor in making good decisions with operational consideration as well as tax implications.
03
Personal Finance coaching
Advice on all aspects of personal finance with the exception of investment advice. Areas of expertise include: budgeting, paying off debt, taxes, home ownership and saving for specific goals, including retirement and education.
Our services
We offer a wide array of services for individuals, businesses and nonprofits. Whether you need assistance related to taxes or financial wellness, we would love to help.
Tax Preparation & Tax Planning
Bookkeeping
Personal Finance Coaching
Small Business Accounting
Tax Resolution
CFO Advisory services
Investment
Consultation
Business Consulting
Tax Consultation
Personal Finance Review
Budgeting
Financial Coaching
Tax preparation / Tax planning
Individual Tax Prep Fees
From $500
Business Tax Prep Fees
From $1,250
Tax Planning Fees
From $1,500
personal finance coaching program
Intensive 90- Day Financial Transformation Coaching
Contact us
Get in touch and let us partner with you in tax planning & compliance while elevating your overall level of financial wellness.
Useful information
