Our Services
Professional support for your business and personal finances.
Taxes and Compliance (IRS)
- Tax preparation (individual and business).
- Tax services with IRS representation (Enrolled Agent).
- Preventive tax planning.
- IRS problem resolution (letters, audits, agreements).
Business and Accounting
- Bookkeeping for freelancers and small businesses.
- Payroll management.
- Invoice and accounts receivable management.
- Business formation (LLC, S-Corp, C-Corp).
- Administrative and financial consulting.
Insurance and Protection
- Life and health insurance.
- Retirement plans and asset protection.
Education and Community
- Financial education workshops (English/Spanish).
- Basic QuickBooks and finance training.
- Guidance on credit management and budgets.
Service Packages
Freelancers / Entrepreneurs
- Bookkeeping
- Payroll Services
- Invoice Management
- Tax Preparation
- Financial Guidance
Family Package
- Life and Health Insurance
- Financial Planning
- Individual Tax Prep
- Financial Education
Small Business Package
- LLC or Corporation Formation
- Registered Agent Service
- Bookkeeping & Payroll
- Administrative Management
Custom Package
Select any combination of services you need.