Individual Services

Tax preparation, financial planning, estate planning, IRS Representation & more.

Pell Grants & Tax Credits

Have you took advantage of the tax breaks the government offers students? We can provide you with tax breaks on current and previous returns. Ask us about the American Opportunity Credit.

Company Formation

Get the legal benefits of different kinds of company formations such as LLCs, Partnerships, etc.

Bookkeeping & Business Services

Whether your business is set up as a proprietorship or S, C, or Limited Liability (LLC) corporation, we have the expertise to handle it all.

Investment Tax Credits

Installing a new clean energy system for your home or business? Make sure you qualify for the 30% investment tax credit (ITC).

CFO Services

Hiring an outsourced CFO can grow your company exponentially.