We provide the broadest range of knowledge, experience, and services in a timely and professional manner.

We do everything possible to ensure our clients’ expectations are not only met, but exceeded. Combine that with our wide variety of flexible and customizable services and the result is a high quality, affordable product. Let us help you and your family.

We promote Flat Fee Pricing (excludes Consulting Services). We will quote you exact prices for the services you need.

Individual Services

  • Income Tax Return Preparation – All Forms, States
  • Trust & Estate Services
  • Bank Loan Consulting and Bank Financing
  • Personal Financial Statements
  • Taxpayer Advocacy – Past Due Tax Issue Resolution
  • IRS Representation
  • Retirement Planning
  • Death Benefit Planning
  • Tax Planning
  • FAFSA and Education Financing and Planning

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