Annual Income
Tax School

October-December each fall

This is a two week course that teaches the general principles of tax preparation, IRS regulations, and due diligence practices. There will be one session per month, during Oct-Dec. We offer evening classes at our local office, as well as virtual options. 

Learn about: Dependents, Credits, Deductions, Healthcare, Income Reporting, Self-Employment, and more.

Tax school course materials are available year-round for self paced learners.

Financial Workshops

We host a variety of financial workshops, designed to educate our community to make informed decisions about their finances.

  • CREDIT & COCKTAILS
  • TAX TOPIC SEMINARS
  • INTRODUCTION TO BUSINESS
  • BUSINESS BANKING & FUNDING
  • INTRODUCTION TO CREDIT
  • FAMILY SAVINGS & BUDGETING
  • CREATING A BUSINESS FOR MY TEEN
  • MONEY MANAGEMENT FOR MINORS*
  • QUICKBOOKS TRAINING
  • BUSINESS ACCOUNTING BASICS
  • TRADITIONAL BANKS vs APPS
  • FAMILY INVESTMENTS: FINANCIAL GOAL SETTING*

Small Business Services

Got a business idea!? Let us help you properly start, maintain and scale your venture. We provide the following packages:

  • TAX PLANNING & BUSINESS REGISTRATION
  • PROFESSIONAL CONSULTATIONS
  • WEB DESIGN & MARKETING MATERIALS
  • PRINT & PROMO PACKAGES, STRATEGIC MARKET PLANNING
  • PAYROLL & STAFFING SERVICES
  • ACCOUNTING SOFTWARE & BOOKKEEPING
  • CREDIT CARD PROCESSING, and MORE!

Group Tax Incentive Program

The Group Tax Incentive Program offers revenue sharing for your referrals. Open to any established businesses, organizations, church congregations, social club, group, etc

REMOTE SERVICES AVAILABLE
Insurance services coming soon!