Contact for Business and Advisory Needs or Personal Tax Planning

Foundations for Success

-Quickbooks coaching

-Accounting book review and cleanup

-Payroll processing and management

-Tax preparation and advisory

-Initial business filings and accounting setup

-Individual and small business tax planning

-Advanced real estate tax strategies

-Financial statement preparation

-Short term rental owner guidance

-Long Term Rental Management

-Retirement planning

Contact Us Today

"Saving people money in taxes is my absolute JAM. Instead of owing the IRS, let me work to get a refund check back in your pocket. You can either pay the IRS 'what you owe' or pay me far less so that 'what you owe' to the IRS is minimal"

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Client Feedback

Hear what our clients say about our exceptional services and support.

The personal tax reduction services saved me a ton, Highly recommend! I thought I would owe taxes this year, instead I received a nice refund check.

Jeff Deprtillo

Dallas, TX

The Quickbooks support was just what I needed to get my books in order. Very satisfied!

Steve Lario

New Orleans, LA

★★★★★

★★★★★