Services
Tax Preparation
Accurately processing all facets of tax returns for submission to the IRS for an individual or corporation. From simple initial annual filings to complex business needs we specialize in accurate returns and solutions!
IRS - AFSP Credentials
"I AM NOT AN ATTORNEY , CERTIFIED PUBLIC ACCOUNTANT, OR ENROLLED AGENT AND I HAVE LIMITED PRACTICE RIGHTS"
Tax Planning & Advising
Prior to tax filing, in the midst and after – tax planning is an integral part of your financial status. We provide guidance in personalizing your tax plan to consider elements such as retirement contributions, medical expenses, potential interest and penalties from the IRS, reduction of tax liability etc...to ensure tax efficiency.
Public Notary
Authenticating documents and signatures such as real estate deeds, affidavits, wills, trust and powers of attorney. Available to travel on site to provide such services.
"I AM NOT AN ATTORNEY LICENSED TO PRACTICE LAW IN THE STATE OF FLORIDA,
AND I MAY NOT GIVE LEGAL ADVICE OR ACCEPT FEES FOR LEGAL ADVICE"
Budget Planning
Completing a comprehensive review of financial data for businesses or individuals to reach optimum revenue and expense targets. Whether short or long-term support is needed our goal is to offer solutions that help you establish balance and achieve desired goals.
Financial Literacy & Education
Knowledge is power! Using various avenues such as meetings, workshops, conferences and fairs we are committed to creating a more financially educated community with all age groups in mind.