Services

Our Services

What We Provide

As your trusted financial tax advisor, we can:

Recommend solutions that saves you money
Explain how changing financial conditions affect you
Educate & Suggest investment plans
Connect you with the right financial associates

We come alongside with you to clarify and define your goal and explore strategies to accomplish the goals utilizing the topic below:

1st time Home Buyer Programs
Credit optimization
Social Security Maximization
Tax-reduction strategies
Investment Strategies - Real Estate, Stocks etc.
Retirement planning
Estate Planning & Preservation
Asset protection with insurance and annuity vehicles
Real Estate Investment Trusts
Life Insurance

Tax Planning & Preparation.

New clients are provided up to 3 years review of previous taxes to determine if allowable credits and deductions were fully captured. This process sometimes results in us doing amendments to mitigate tax liabilities or an award of additional refunds. We then recommend steps or actions needed for future tax savings.

Business & Estate Taxes

In addition to the procedures under tax planning & preparation, we review the client's business structure to determine if the business is being conducted under the most tax efficient structure, educate the client and make recommendations for an entity for best tax optimization, increased profits and business growth.

IRS Problems Resolution/Audit Assistance

We provide small businesses and tax support and help Small business tax and support solve back taxes issues. Give us your IRS headache and we’ll help find solutions via Debt Relief, Offer in Compromise and Installment Agreement.

RETIREMENT PLANNING

We help with evaluation of you current retirement .
We explore larger deductions that will also help fund your retirement dreams.

Real Estate Tax Planning

As a Real Estate licensed broker we zero in on what will yield the best results for specific types of real estate investments.
People invest in real estate for a variety of reasons, one of those being the major tax benefits. Passive losses are one such benefit often cited yet commonly misunderstood. We work with our clients to maximize their financial and tax positions with unique strategies for tax optimization.

OUTSOURCED SERVICES

We link our clients with the right professionals in the following area:
ESTATE PLANNING –TRUST WILLS BUSINESS CFO
LEGAL MATTERS
BUSINESS FINANCES/SBA LOANS
REFINANCE & MORTGAGE LOANS
REAL ESTATE 1031 EXCHANGES
CREDIT REPAIR

Services

Our Services

What We Provide

We come alongside with you to clarify and define your goal and explore strategies to accomplish the goals utilizing the topic below:

Tax Planning & Preparation.

Business & Estate Taxes

IRS Problems Resolution/Audit Assistance

RETIREMENT PLANNING

Real Estate Tax Planning

OUTSOURCED SERVICES

Services

Contact

310 672 5000