Personal Income Tax Preparation

Advise clients in the tax preparation process and prepare and file tax documents

Attend to the needs of clients to inspire them to refer the service and come back the following year

Ensure the confidentiality of each client by following all company procedures regarding information handling

Business Income Tax Preparation

Identifying potential tax credits, liabilities and to ensure accurate and complete returns are filed in a timely manner.

File with Local & State offices to ensure Corporation is in good standing each year

Bookkeeping via Quick Books

Develops a system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures. Maintains subsidiary accounts by verifying, allocating, and posting transactions. Balances subsidiary accounts by reconciling entries

Corporation Setup (Sole Proprietor, LLC, S Corp, C Corp)

Register your business with the IRS and obtain Certificate of Incorporation from local state office

Notary Public

To witness and authenticate signatures, administer oaths, verify signatures and take affidavits. Notaries public are utilized by state governing bodies to prevent fraud and theft within public matters.

Financial Planning

In general usage, a financial plan is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans

Life Insurance Products

Our office provides competitive policy rates in our area to help your family plan for the future in case the loss of a family member happens.

 

Retirement Planning

Retirement planning, in a financial context, refers to the allocation of savings or revenue for retirement. The goal of retirement planning is to achieve financial independence

Immigration

We work with Immigration Attorneys to help provide legal status for you or a loved one