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Financial Consulting

Whether you're looking just for one service or a full financial solution, we're here to design the right solution for you and your business.

Tax Preparation

We are happy to prepare your taxes for you. We even provide tax advances as well.

Retirement Planning

We provide financial investments with you and your family's needs in mind.

Financial Budgeting

We create personal and business financial budgets. We look at ways at reducing debt and living within your means.

Credit Repair

We provide clients a credit repair service to help them build their credit.

Small Business Lending

We offer small businesses lending solutions to help them grow.

Life Insurance

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Estate Planning

We prepare wills and living trusts to help people ensure their last wishes are covered and that their assets are protected.

Health Insurance

Our business partners have tailored health solutions that can find the right type of healthcare for you and your business.


We utilize state of the art software to ensure that your books are current and up to date.

IRS Acceptance Agent

IRS Acceptance Agent

We assist clients with their ITIN applications

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LLC Creation/Registered Agent

LLC Creation/Registered Agent

We assist clients in creating LLCs, EINs, and act as a registered agent

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Identity Theft Protection

Identity Theft Protection

We provide clients with identity protection.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  512.253.4339