We will prepare your personal taxes annually. No need to look for a tax professional every year. We are positioned to partner with you every year. 1040, 1040A, 1040EZ, Schedule C, etc.

Our tax planning involves conceiving of and implelmenting various strategies in order to minimize teh amount of taxes paid for a given period. For a small business, mimizing teh tax liability can provide more money for expenses, investment, or growth.

We will file your Nonprofit 990, 990EZ, 990 full, and 990 Private Foundation to help you stay relevant to donors, funders, and other interested supporters of your cause. The link below is for 990N only. If you are needing to file a 990EZ, you will be consulted on the fee structures. Request a consultation before clicking here if you need a 990EZ, Full, or have a Private Foundation.

As a component of financial planning, we help business owners to protect assets from creditor claims and law suits. Asset protection includes corporation structuring and trusts. We aslo help insulate assets of jointly-held property under the coverage of tenants.

We will file for your corporation in your chosen state. Each filing includes the EIN, Duns Number and Articles of Incorporation.

We prepare K-1's for large projects and use KPI's to evaluate the success of reaching project targets. Through our partnerships with Legal Shield and Life Exec, your estate planning and management is streamlined.