Beyond Just Services
We're Your Partner in Building a Secure Financial Future.
Personal/Business Tax Preparation & Plannings
Streamline your finances and stay compliant with tax regulations with our personalized Personal & Business Tax Preparation & Planning service. We meticulously organize your income, deductions, and credits while implementing tailored tax-saving strategies to help you achieve your financial goals with ease.
Accounting/Bookkeeping
Bookkeeping is the meticulous recording, organizing, and management of financial transactions essential for maintaining accurate and up-to-date financial records for businesses. This service involves tasks such as recording income and expenses, reconciling bank statements, and tracking accounts payable and receivable. Bookkeeping provides businesses with clear insights into their financial health, enabling informed decision-making, budgeting, and forecasting. By maintaining accurate records and ensuring compliance with accounting standards, bookkeeping facilitates smooth tax preparation, audits, and financial reporting. Whether it's for small startups or established enterprises, proficient bookkeeping is fundamental for financial stability and growth.
Business Consulting
Business consulting is a dynamic service aimed at helping companies improve their performance and efficiency through strategic guidance and expert advice. Consultants work closely with businesses to identify areas for growth, streamline operations, and overcome challenges. This service encompasses a wide range of specialties, including strategy development, market research, operational efficiency, and organizational design. Business consultants offer valuable insights, innovative solutions, and actionable recommendations tailored to each client's unique needs and goals. Whether it's optimizing processes, expanding into new markets, or navigating change, business consulting provides invaluable support for businesses seeking to thrive in today's competitive landscape.
Business Entity Selection
Business Entity Selection is a critical service designed to assist entrepreneurs and business owners in making informed decisions about the legal structure of their enterprises. This service involves a thorough examination of factors such as tax implications, liability protection, and operational flexibility to determine the most suitable entity type, whether it's a sole proprietorship, partnership, corporation, or limited liability company (LLC). By carefully considering the unique goals and circumstances of each client, consultants provide tailored recommendations that optimize benefits and minimize risks. Through expert guidance in business entity selection, entrepreneurs can establish a solid foundation for their ventures, ensuring long-term success and compliance with regulatory requirements.
Tax Resolution Services
We specialize in helping individuals and businesses navigate complex tax issues efficiently. Led by enrolled agent Yerry Silvestre, our team has the expertise to tackle a wide range of tax problems. We can represent you during IRS audits, ensuring your rights are protected throughout the process. If you owe back taxes, we can negotiate an Offer in Compromise (OIC) with the IRS to reduce your debt or set up manageable monthly payment plans (Installment Agreements) to help you get back on track. We can also help you get penalty relief, stop wage garnishments, and release bank levies imposed by the IRS. In situations where a spouse's tax issues have unfairly impacted you, we can assist with Innocent Spouse Relief. We can even help remove tax liens from your credit report and find cost-effective solutions to settle any outstanding tax debts. Finally, we offer ongoing compliance and advisory services to keep you up-to-date on tax regulations and avoid future problems altogether.
IRS Certified ITIN Acceptance Agent
An IRS Certified ITIN Acceptance Agent is a specialized service provider authorized by the Internal Revenue Service (IRS) to assist individuals in obtaining an Individual Taxpayer Identification Number (ITIN). These agents play a crucial role in guiding individuals through the ITIN application process, verifying identity documents, and certifying them for submission to the IRS. By leveraging their expertise and certification, IRS Certified ITIN Acceptance Agents ensure that applicants' documentation meets IRS requirements, streamlining the application process and reducing the likelihood of errors or delays. With their assistance, individuals who are not eligible for a Social Security Number can obtain an ITIN efficiently, enabling them to fulfill their tax obligations and access important financial services.
Notary Public
A Notary Public service plays a crucial role in verifying and certifying the authenticity of legal documents and transactions. Notaries act as impartial witnesses, confirming the identity of signatories and ensuring that they are signing documents willingly and without coercion. They also verify the accuracy of document content, administer oaths and affirmations, and certify copies of original documents. Whether it's for real estate transactions, legal contracts, or financial agreements, Notary Public services provide a level of trust and reliability essential for validating the legality and authenticity of important documents. With their expertise and authority, Notaries help to prevent fraud, protect the integrity of documents, and uphold the rule of law in various professional and personal endeavors.
Payroll Services
Payroll Services are a vital component of efficient business operations, encompassing the management of employee compensation, benefits, and tax withholdings. These services streamline the complex task of payroll processing, ensuring accuracy, compliance with tax regulations, and timely payments to employees. Payroll providers handle tasks such as calculating wages, processing deductions, managing benefits administration, and generating payroll reports. By outsourcing payroll responsibilities to experts, businesses can minimize errors, reduce administrative burdens, and focus on core activities. Additionally, payroll services help ensure compliance with ever-changing tax laws and regulations, mitigating the risk of penalties or fines. Overall, payroll services play a critical role in promoting financial stability, employee satisfaction, and regulatory compliance within organizations of all sizes.
Business Formation
Business formation services are essential for entrepreneurs embarking on their journey to establish a new venture. These services provide comprehensive guidance and support throughout the process of legally structuring a business entity, whether it's a sole proprietorship, partnership, corporation, or limited liability company (LLC). Business formation experts assist in navigating the complexities of legal requirements, including registering with government authorities, drafting necessary documents such as articles of incorporation or operating agreements, and obtaining necessary licenses and permits. By leveraging their expertise, entrepreneurs can make informed decisions that align with their business goals and mitigate potential risks. Ultimately, business formation services lay the groundwork for a solid legal and operational foundation, setting the stage for future growth and success
Personal Credit Repair
Personal credit repair services offer individuals a pathway to improving their credit scores and financial well-being. These services involve thorough assessments of individuals' credit reports, identification of inaccuracies or discrepancies, and strategic planning to address negative items such as late payments, collections, or bankruptcies. Credit repair experts work with clients to dispute erroneous information with credit bureaus and creditors, negotiate settlements, and develop personalized strategies to rebuild credit health. By empowering individuals with the knowledge and tools needed to manage their credit effectively, these services pave the way for better access to loans, mortgages, and other financial opportunities. Ultimately, personal credit repair services provide a roadmap for individuals to achieve their financial goals and regain control over their financial futures.
Business Credit Building Services
Establishing or enhancing a business's credit profile is essential for securing more favorable financing terms. Our comprehensive service package covers all the bases. We start with a thorough Credit Evaluation, delving into your current financial status to identify areas for improvement. From there, we develop Customized Credit Strategies tailored to your specific business goals, helping to boost your creditworthiness effectively. Our assistance extends to Trade Credit, assisting you in setting up reliable vendor relationships to solidify your financial credibility. We provide Ongoing Credit Monitoring to track progress and address any issues promptly. With an improved credit profile, you'll gain access to better Financing Opportunities, supported by our guidance on negotiating favorable terms. Additionally, we offer Educational Resources and ongoing support to empower you in navigating the complexities of business credit, enabling you to make informed financial decisions confidently.
Health Insurance Broker
A Health Insurance Broker serves as a valuable intermediary between individuals or businesses and insurance providers, helping them navigate the complex landscape of health insurance options. These brokers possess extensive knowledge of various health insurance plans, including coverage options, costs, and network providers. By understanding clients' unique needs and budget constraints, health insurance brokers offer personalized recommendations and assistance in selecting the most suitable insurance policies. They also provide ongoing support, assisting with enrollment, claims processing, and addressing any concerns or questions that may arise. With their expertise and guidance, health insurance brokers empower individuals and businesses to make informed decisions about their healthcare coverage, ensuring access to quality care and financial protection in times of need.
Medicare Advantage
Medicare Advantage is a comprehensive healthcare service offered as an alternative to traditional Medicare coverage, providing beneficiaries with additional benefits and services beyond what Original Medicare offers. Medicare Advantage plans, also known as Medicare Part C, are provided by private insurance companies approved by Medicare and typically include coverage for hospitalization, medical services, and often prescription drugs. These plans may also offer additional benefits such as vision, dental, and wellness programs. Medicare Advantage plans offer flexibility and choice, allowing beneficiaries to select a plan that best fits their healthcare needs and budget. With Medicare Advantage, individuals can enjoy comprehensive coverage and additional perks, often at a predictable cost, enhancing their overall healthcare experience and peace of mind.
Personal/Business Tax Preparation & Plannings
Streamline your finances and stay compliant with tax regulations with our personalized Personal & Business Tax Preparation & Planning service. We meticulously organize your income, deductions, and credits while implementing tailored tax-saving strategies to help you achieve your financial goals with ease.
Bookkeeping
Bookkeeping is the meticulous recording, organizing, and management of financial transactions essential for maintaining accurate and up-to-date financial records for businesses. This service involves tasks such as recording income and expenses, reconciling bank statements, and tracking accounts payable and receivable. Bookkeeping provides businesses with clear insights into their financial health, enabling informed decision-making, budgeting, and forecasting. By maintaining accurate records and ensuring compliance with accounting standards, bookkeeping facilitates smooth tax preparation, audits, and financial reporting. Whether it's for small startups or established enterprises, proficient bookkeeping is fundamental for financial stability and growth.
Business Consulting
Business consulting is a dynamic service aimed at helping companies improve their performance and efficiency through strategic guidance and expert advice. Consultants work closely with businesses to identify areas for growth, streamline operations, and overcome challenges. This service encompasses a wide range of specialties, including strategy development, market research, operational efficiency, and organizational design. Business consultants offer valuable insights, innovative solutions, and actionable recommendations tailored to each client's unique needs and goals. Whether it's optimizing processes, expanding into new markets, or navigating change, business consulting provides invaluable support for businesses seeking to thrive in today's competitive landscape.
Business Entity Selection
Business Entity Selection is a critical service designed to assist entrepreneurs and business owners in making informed decisions about the legal structure of their enterprises. This service involves a thorough examination of factors such as tax implications, liability protection, and operational flexibility to determine the most suitable entity type, whether it's a sole proprietorship, partnership, corporation, or limited liability company (LLC). By carefully considering the unique goals and circumstances of each client, consultants provide tailored recommendations that optimize benefits and minimize risks. Through expert guidance in business entity selection, entrepreneurs can establish a solid foundation for their ventures, ensuring long-term success and compliance with regulatory requirements.
IRS Representation
IRS Representation is a specialized service offered to individuals and businesses facing tax-related issues, audits, or disputes with the Internal Revenue Service (IRS). This service provides expert assistance and advocacy throughout the entire process, from initial communication with the IRS to resolution of the matter. Experienced professionals work closely with clients to navigate complex tax laws, respond to IRS inquiries, and negotiate settlements on their behalf. Whether it's addressing discrepancies in tax returns, negotiating payment plans, or representing clients in audits or appeals, IRS Representation ensures that taxpayers' rights are protected and their interests are advocated for effectively. With knowledgeable representation, individuals and businesses can achieve fair outcomes and alleviate the stress and uncertainty often associated with dealings with the IRS.
ITIN Acceptance Agen
An IRS Certified ITIN Acceptance Agent is a specialized service provider authorized by the Internal Revenue Service (IRS) to assist individuals in obtaining an Individual Taxpayer Identification Number (ITIN). These agents play a crucial role in guiding individuals through the ITIN application process, verifying identity documents, and certifying them for submission to the IRS. By leveraging their expertise and certification, IRS Certified ITIN Acceptance Agents ensure that applicants' documentation meets IRS requirements, streamlining the application process and reducing the likelihood of errors or delays. With their assistance, individuals who are not eligible for a Social Security Number can obtain an ITIN efficiently, enabling them to fulfill their tax obligations and access important financial services.
Notary Public
A Notary Public service plays a crucial role in verifying and certifying the authenticity of legal documents and transactions. Notaries act as impartial witnesses, confirming the identity of signatories and ensuring that they are signing documents willingly and without coercion. They also verify the accuracy of document content, administer oaths and affirmations, and certify copies of original documents. Whether it's for real estate transactions, legal contracts, or financial agreements, Notary Public services provide a level of trust and reliability essential for validating the legality and authenticity of important documents. With their expertise and authority, Notaries help to prevent fraud, protect the integrity of documents, and uphold the rule of law in various professional and personal endeavors.
Payroll Services
Payroll Services are a vital component of efficient business operations, encompassing the management of employee compensation, benefits, and tax withholdings. These services streamline the complex task of payroll processing, ensuring accuracy, compliance with tax regulations, and timely payments to employees. Payroll providers handle tasks such as calculating wages, processing deductions, managing benefits administration, and generating payroll reports. By outsourcing payroll responsibilities to experts, businesses can minimize errors, reduce administrative burdens, and focus on core activities. Additionally, payroll services help ensure compliance with ever-changing tax laws and regulations, mitigating the risk of penalties or fines. Overall, payroll services play a critical role in promoting financial stability, employee satisfaction, and regulatory compliance within organizations of all sizes.
Business formation
Business formation services are essential for entrepreneurs embarking on their journey to establish a new venture. These services provide comprehensive guidance and support throughout the process of legally structuring a business entity, whether it's a sole proprietorship, partnership, corporation, or limited liability company (LLC). Business formation experts assist in navigating the complexities of legal requirements, including registering with government authorities, drafting necessary documents such as articles of incorporation or operating agreements, and obtaining necessary licenses and permits. By leveraging their expertise, entrepreneurs can make informed decisions that align with their business goals and mitigate potential risks. Ultimately, business formation services lay the groundwork for a solid legal and operational foundation, setting the stage for future growth and success.
Personal Credit Repair
Personal credit repair services offer individuals a pathway to improving their credit scores and financial well-being. These services involve thorough assessments of individuals' credit reports, identification of inaccuracies or discrepancies, and strategic planning to address negative items such as late payments, collections, or bankruptcies. Credit repair experts work with clients to dispute erroneous information with credit bureaus and creditors, negotiate settlements, and develop personalized strategies to rebuild credit health. By empowering individuals with the knowledge and tools needed to manage their credit effectively, these services pave the way for better access to loans, mortgages, and other financial opportunities. Ultimately, personal credit repair services provide a roadmap for individuals to achieve their financial goals and regain control over their financial futures.
Business Credit building Services
Health Insurance Broker
A Health Insurance Broker serves as a valuable intermediary between individuals or businesses and insurance providers, helping them navigate the complex landscape of health insurance options. These brokers possess extensive knowledge of various health insurance plans, including coverage options, costs, and network providers. By understanding clients' unique needs and budget constraints, health insurance brokers offer personalized recommendations and assistance in selecting the most suitable insurance policies. They also provide ongoing support, assisting with enrollment, claims processing, and addressing any concerns or questions that may arise. With their expertise and guidance, health insurance brokers empower individuals and businesses to make informed decisions about their healthcare coverage, ensuring access to quality care and financial protection in times of need.
Medicare Advantage
Medicare Advantage is a comprehensive healthcare service offered as an alternative to traditional Medicare coverage, providing beneficiaries with additional benefits and services beyond what Original Medicare offers. Medicare Advantage plans, also known as Medicare Part C, are provided by private insurance companies approved by Medicare and typically include coverage for hospitalization, medical services, and often prescription drugs. These plans may also offer additional benefits such as vision, dental, and wellness programs. Medicare Advantage plans offer flexibility and choice, allowing beneficiaries to select a plan that best fits their healthcare needs and budget. With Medicare Advantage, individuals can enjoy comprehensive coverage and additional perks, often at a predictable cost, enhancing their overall healthcare experience and peace of mind.