Business Description

We provide all types of tax, bookkeeping, payroll, financial planning, and IRS representation for our clients either business or personal.

Services Offered

	To submit a request please click on the services offered below.
	Accounting & Bookkeeping Business Consulting Business Tax Preparation Financial Advisors Financial Planners Life Insurance Agents

Frequently Asked Questions

General Questions
Q.	Do you have a customer satisfaction or refund policy?

Financial Planners
Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Q.	Do you have a customer satisfaction or refund policy?
Our policy is that if we make an error we will refund your payment to us. If this error is on a tax return we will pay the penalty and interest.

Q.	What are your qualifications? What is your education background?
I have a degree in accounting, have my insurance license, securities license including Series 7. I am a Financial Advisor,I have sat for all 6 CFP tests and passed, I have not received by CFP designation yet. I have the following credentials: Accredited Tax Advisor, Accredited Tax Preparer, Elder Care Specialist, Enrolled Agent, Certified Divorce Planner.

Q.	What is your approach to financial planning?
The first and most important step is the financial plan itself. This let's me know about you financially and what your goals are.

Q.	What services do you offer?
Bookkeeping, payroll, taxes (individual and business), IRS representation, financial planning, retirement planning, estate planning, education planning.

Q.	How many clients do you currently manage?
400

Q.	Will you be the only person working with me?
Depending on the service yes. I do have staff that handles bookkeeping services.

Q.	How are you compensated? How will I pay for your services?
Financial planning services are a combination of fee based and commission. Tax and or bookkeeping services are on a fee basis with a set minimum.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Yes, I do not subscribe to the idea that you should not be aware of what is happening in your own account.

Q.	Do you offer any guaranteed results?
No, the offer is that based on the information you provide we will do the very best we can for you.

Q.	How much risk should I be willing to take?
This depends upon the type of person you are. There is nothing wrong with being conservative or aggressive, however, alot depends on what you want to achieve.

Q.	Have you ever been charged with any breaches?
No!