Tax & Insurance Solutions

Business, Individual & Expat Tax Returns

• No Stone Left Unturned, when it comes to the Dollars you have Earned. Elite tax consulting working for you.

Tax Consulting

• No More Surprises from Uncle Sam,  Stay up to speed with our Country’s ever changing tax environment and its impact on your bottom line 

IRS Representation

• You have a Seasoned CPA/GMA in your Corner, so you can Face the IRS with Confidence 

Bookkeeping, Financial Reporting, CFO Services

• Outsource the Financial Components of your business to seasoned professionals

Tax Free & Tax-Deferred Retirement Strategies

• Retirement strategies that align with your goals 

Annuities, Life Insurance, Permanent / Term

• We have access to dozens of "A" rated carriers to shop the very best policy, to fit your needs.

Contact Us

Home, Auto, Commercial Insurance

• Our agency will shop and find you the absolute best rates in the industry (with dozens of A-rated carriers) and you enjoy the savings. Call & Save (866) 209-3704 M-F 6AM-6PM