Don’t quite know what you need?

We offer a variety of services including financial workshops, credit repair, bookkeeping and other small business services geared to help you excel. Schedule an appointment today! We will work through your situation to find the best solution. We offer free initial consultations!


Insurance Services (Life & Health, Business Insurance) Coming Soon!

Course Will Cover:

Annual Income Tax School

The course teaches the general principals of tax preparation, the IRS regulations, and due diligence practices. We offer morning and evening classes at our local office, as well as a virtual option. Click Here to Register Now!

Learn how new tax laws will affect your refund!

  • Dependents
  • Exemptions
  • Income Reporting
  • Deductions
  • Credits
  • Self – Employment
  • Affordable Care Act
  • Due Diligence

Financial Workshops

  • Credit & Cocktails

  • Tax Topic Seminar

  • Introduction to Business

  • Business Banking & Funding

  • QuickBooks for Beginners

  • Business Accounting Basics

  • Savings & Budgeting

  • Introduction to Credit

  • Creating a Business for my Teen

  • Traditional Banking Vs. Apps

Small Business Services

Business Startup

Business Name Registration| Tax ID (Federal & State accounts) |Tax Planning | Business Plans | Professional Consultations

Business Marketing

Simple Web Design | Marketing Material | Print & Promo Packages | Strategic Consulting and Marketing Planning

Business Finances

Bookkeeping & Accounting | Tax Preparation | Payroll Processing| Credit Card Processing| Accounting Software | Insurance