Helping Individuals & Businesses Put Their Financial Pieces Together
Get your FREE consultation today!
Helping Individuals & Businesses Put Their Financial Pieces Together
Get your FREE consultation today!
Services and pricing
Financial Services
Income Taxes
Prices Vary
- Individual and Business Tax Returns
- State Returns
- Prior Year Returns
- Quarterly Tax payments
- Audit Assistance
- Amendments
- Tax Problem Resolution
- Transcript Retrieval
- Non-Profit 990 Filing
- Tax Planning
Business StartUp Services
$300
- Business Registration
- Business License
- Dun & Bradstreet Set-Up
- Social Media Set-Up
- Business Bank Account Set-Up
- Bookkeeping Set-Up
Other Services
Notary Public
Prices Vary
- Witness
- Acknowledgments
- Licensed and E & O Insured
- E-Document Capabilities
- Marriage Solemnization
- Document Preparation
- Document Translation
- Mobile
Bookkeeping
Available Packages
- Income and Expense Categorization
- Reconciliations
- Monthly Financial Statements
- Payroll
- Invoicing
- Asset Depreciation Tracking
- Document Storage
About
Making and Meeting Goals
I offer a wide range of services to individual and business clients. I start by documenting your goals and then compare them to your current portfolio. I use proven strategies designed to meet your financial goals. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Building Strong Futures
I’m passionate about helping individuals and small businesses diversify portfolios, manage assets and reach financial freedom. My goal is to assist families and businesses in managing their finances, qualify for major purchases and reach their goals.
About Me
Since 2015, I've been helping businesses and individuals safeguard their assets and reach their financial goals by offering personalized and quality service. When I'm not working, I spending time with my family and trying new things.