We apply  tax strategies to optimize your income taxes, always under compliance and adherence to federal and state regulations.

We prepare your personal federal and state taxes in the strictest confidentiality and security of information.

We file your annual taxes, quarterly tax advances, sales taxes, payroll taxes, among others, analyzing their obligation in each particular case.

Do you need a notarized power of attorney, letter, proof of life, or any other document? After 5PM, we can help you with sworn and acknowledgement notarizations. 

We are a CAA (Certifying Acceptance Agent), authorized by the IRS to help foreign individuals and others who do not qualify for a Social Security Number, but still need an Individual Taxpayer Identification Number (ITIN) to file taxes.

We make the application process easy by reviewing the necessary documents, verifying identity when you can, and submitting completed forms to the IRS.

Are you on track to achieve your goals? Does your money work as hard as you work for it? Meet with us and let's talk about what is important in your financial plan and plan how to achieve it.

Your retirement is not a matter of games or luck. we can help you plan your retirement through products and services that bring you benefits in the future.

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Let's talk about how a Roth IRA or traditional IRA can help you achieve your goals.

Don't be left behind with your retirement savings. Do you know how much you have to be saving?

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We help high-value people through a combination of in-house services and partners that help us maintain high quality while paying for what really matters to you.