About Us

TAX SPECIALIST: Licensed Enrolled Agent

Start Ups companies can use their retirement funds to open a new corporation tax deferred.
Businesses with profits exceeding $250K can self-insure tax deferred.
Create an exit strategy for your business that will defer taxes to your estate at reduced cost.
Need help working with the IRS. Get the expertise you need and reduce your stress.

PART-TIME CFO: Strategic planning one department at a time.

Creating a more efficiently run business freeing up you time to be the visionary.
Finding the capital to expand your business and leveraging for profits.
Improving upon the skills your existing employees have with performance training.
Define your processes and implement a smooth flowing company.

ACCOUNTING: Help with special projects.

Month end write ups to know that the strategic plan is staying on track.
Business and accounting set ups for start-up companies.
Forming a strategic plan to know certainty of who, how and when to hour employees.
Assistance with insurance audits to reduce premium cost.
Business plan development for loan applications.

Financial Reporting / Government Funds / Mortgage Lending / Real Estate Management / Cost Accounting / Budgets / Insurance Auditor / Tax Preparer / Certified Credit Counselor


Business size

1-10 employees


Commercial presence