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SERVICES

HOME  >  SERVICES

Business Solutions

Tax Preparation

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  • Indivi​dual, business (Inc, LLC, and S)

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Accounting & Bookkeeping

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  • Gas Station,  restaurant, transportation, and many more

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Business Consulting

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  • Business plan, business formation, and growing your business

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Financial Services

Insurance

  • Property & Casualty
    • Auto / Home, Business / Commercial, Pet / Travelers
  • Life Insurance: Term & Permanent
  • Estate Planning / Will / Trusts 
  • Funeral Planning & Concierge Services

Investment & Retirement

  • Mutual Funds
  • 401k
  • IRAs / Roth IRAs
  • Annuities: Fixed, Index, and Variable

Health

  • Health Insurance: Individual & Group
  • Medicare Supplements
  • Long Term Care

Education

  • 529 College Saving Plan
  • College Planning: College Applications, Financial Aid, and Scholarships

​Your Success, Is Our Success

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