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SERVICES PROVIDED

1

TAX PREPARATIONS

  • Tax preparation for personal taxes

  • Tax Preparation for small businesses

  • Tax Preparation for single owner LLC's

2

FINANCIAL SERVICES

  • Insurance (Life, Disability, LTC, IUL's  Final Expenses

  • Retirement Strategies

  • College Funding Plans

  • Business Strategies

  • Estate Preservation

  • Importance of Emergency Funds

  • Debt Management

3

NOTARY SERVICES

  • On-site Notary Services

  • Mobile Notary Services

BUSINESS SERVICES

  • Business Consulting

  • Bookkeeping

  • Human Resources Consulting

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