If you're looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for organizations and individuals. Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation.

Learn more about creating your secure and independent personal financial management site through this link. Reduce your taxes Make better business decisions and learn how to grow your wealth by reading our free reports on financial strategies for business owners, individuals, and investors throughout the website.

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For Individuals Report

We offer a unique advanced tax and cash-flow planning bundle that provides Clients with an ongoing, holistic view of a person's or family's financial picture beyond just the annual tax return preparation snapshot. The organization, financial awareness, and peace-of-mind for Clients and their loved ones offered by this bundle returns much more than the monthly investment.

Advanced Tax and Cash-Flow Planning Report

We offer a menu of advanced tax and cash-flow planning tools that provide Clients with an ongoing, holistic view of a person's or family's financial picture beyond the annual tax return preparation snapshot. The personal financial website's organization and live connections provide financial awareness and peace-of-mind for Clients and their loved ones.

Personal Financial Assessment Tool Report

Following the Report Card, use the Assessment Questions to decide how many of the 4 points to assign in each category. When in doubt, always score lower rather than higher, since the most important use of this tool is to identify areas that require action. Also, the lower the initial score, the more improvement you'll have when you review your progress every few months!

Tax Preparation Report

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing.

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