We specialize in three areas:
Taxes
Tax Consultant – specializes in personal and business taxes providing following services:
• Tax Planning and strategy – look at client’s financial situation to identify opportunities to minimize tax liability and maximize tax deductions and credits through strategic planning.
• Tax Return Preparation & Filing – Collect financial data from client, input data, calculate tax liability or refund, file federal and state taxes.
• Compliance with tax laws – stay abreast on tax laws to ensure that clients adhere to federal, state and local laws in order to avoid penalties and legal issues.
• Audit Support & Representation – If client is audited, assist with the audit, prepare documentation when necessary, and represent clients before tax authorities to resolve any disputes.
• Specialized Tax Advice – Corporate tax, Nonprofit tax, Tax implications for major life changes such as marriage, divorce, inheritance
Real Estate Agency – represent buyers, sellers, and investors:
• List property for sale by client
• Assist in finding real estate for sale and represent buyer in sale
• Assist clients in finding investment property to generate income
Insurance and Annuities – assess client needs and recommend suitable insurance and annuity products.
• Identifying needs – understand the client’s financial situation, lifestyle and risk tolerance to determine appropriate coverage.
• Recommend insurance and annuity products- based on needs analysis. We provide a free needs analysis.
• Provide free seminars semi annually to help community be informed about insurance and it’s importance