Tax Preparation

We prepare Federal & State tax returns for individuals; for small & medium business and corporations (D/B/A's; LLC's; Sub S & C Corps and Partnerships) up to $2,000,000 in revenue.

Along with our service to the families we work with in the college funding market, we find our niche market seems to point us to start-up and small business owners OR self-employed/home based businesses, including networking businesses, such as Amway, ACN and the like.

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DIY- Do It YOUR-SELF - Taxes

Do it for yourself, -or for your dependant child to recovery their withheld taxes.  Instead of having to run to your office supply for the software, WE're providing that for YOU!  Simply click on "FILE NOW" and answer the questions presented by the IRS approved Artifical Intelligence software. It is designed to provide the lowest legal tax bill at the lowest fee available - even FREE for the simple returns!

COLLEGE FUNDING SOLUTIONS

Families who are seeking college planning assistance want the peace of mind that comes from dealing with an individual who is truly concerned about the student and their educational goals, and who is knowledgeable about the inner-workings of the overall college planning process.

The Certified College Advisor (CCA) designation is awarded to individuals who have completed extensive training that encompasses all aspects of the college planning process, including the most critical and time -sensitive steps.  We not only provide the Best Educational package for your student, we also keep your potential retirement savings intact for your future use.

TAX-FREE Retirement Income

Many times as we engineer solutions to your child's college financing, or maximize your self employed business deductions, we're reducing your tax contributions for your Social Security benefits. So, we provide alternative vehicles to prevent step-up tax rates at age 70 1/2 (RMD's from most  "qualified" plans). Our recemmended funds are available ANYTIME without penalty and  will provide protection for Long Term Care, if needed during your active or retired years or expenses for end-of-life care during your retirement years.

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When Money Matters Matter the Most

Our primary goal as financial professionals is to provide guidance to enable our clients to make informed financial decisions both annually (at tax time) and at retirement. We deliver only the highest quality work, and the proof is in the success of our clients and their TRUSTIMONIALS!

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Next Steps...

We provide FREE reviews of your previous two (2) year's tax returns. If we find errors that would increase your refund, we'll make a recommendation. If we find a mistake that would increase you tax bill we are NOT required to report. To order an ENGINEERED FINANCIAL REPORT, or to schedule a meeting call: 813-638-1300; fax: 813-200-1100; or Text: 813-638-1300.