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  • More
    • Home
    • ABOUT US
    • TAX SERVICES
      • What We Do
      • Pricing/Fees
      • Client Upload Portal
    • EMPLOYMENT SERVICES
      • How To Apply
      • FAQ
      • Requirements
      • Agent Portal
    • NOTARY SERVICES
  • Home
  • ABOUT US
  • TAX SERVICES
    • What We Do
    • Pricing/Fees
    • Client Upload Portal
  • EMPLOYMENT SERVICES
    • How To Apply
    • FAQ
    • Requirements
    • Agent Portal
  • NOTARY SERVICES

WE'RE IN THE PEOPLE BUSINESS

 No matter the house size, the family size, unemployed/ employed, retired, or student we make sure that we maximize your tax savings. We will find all tax credits and deductions that apply to your financial situation. financial literacy

 We provide an exceptional customer service experience.  From the knowledge and education that you will gain to the fast and convenient service. We understand how busy life can be from day to day so we can come to you.   

FINANCIAL SERVICES:

Individual Tax Prep:

  • Federal Income Tax
  • State Tax Returns
  • Prior Year Tax Returns 
  • Amended Tax Returns
  • Rapid Refund Advance up to $9500
  • Audit Protection (up to 3 years) 
  • Free 30 min Tax Consultation 

Small Business Tax Prep:

  • Sole Proprietorship Tax (Form 1040, Schedule C)
  • Partnership Tax (Form 1065)
  • Limited Liability Corporation Tax (LLC)
  • Non-Profit Tax (Form 990)
  • Amended Tax Returns 
  • Audit Protection (up to 3 years)

Financial Literacy:

  • Money Management/Budgeting  
  • Completing Important Financial Forms
  • Personal/Business Credit Breakdown
  •  Understanding Interest Rates 
  • Business Formation 
  • Goal Planning 

Downloads

WHAT TO BRING TO MY APPOINTMENT (pdf)

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CLIENT INTAKE FORM (pdf)

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