Personal Services


Tax Planning/Preparation

  • Tax Planning – we help individuals plan for the upcoming tax year based on plans and projections, prior year’s income, upcoming investments, job and life event changes
  • Tax Preparation – we offer the option to “drop off” your yearly tax return with the “7 DAYS OR IT’S FREE GUARANTEE” or you may sit down with one of our Licensed Tax Return Preparers and meet one on one to prepare your return
  • Audit Representation – we represent you at the agent level before the Tax Authorities (additional fees may apply)

Financial Planning

We are partnered with a licensed Financial Planner to help you make wise financial choices to plan for your personal, business, or family’s future. Make an appointment today!

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