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
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.
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, in a financial context, refers to the allocation of savings or revenue for retirement. The goal of retirement planning is to achieve financial independence
We work with Immigration Attorneys to help provide legal status for you or a loved one