top of page

Our Services

We strive to deliver world-class customer service. Our diverse clientele spans various industries, including individuals, entrepreneurs, small business owners, professionals changing careers, retirees, and freelancers, among others, all seeking assistance to achieve their business objectives. We offer tailored solutions to meet their needs.
IRS WISP

IRS 4557 requires all tax preparers to have a Written Information Security Plan (WISP), also known as a Data Security Plan. Do not get caught "off guard" during this tax season without having your well-documented plan. Implement security measures to protect your clients' information and your business. Non-compliance fines can be up to $50,000.

​

Contact us and let us know how we have helped many of your industry colleagues have peace of mind so that you can focus on your business.

Income Tax

All year round, we assist individuals and small businesses navigate thru the world of tax regulations while bringing you peace of mind. We transform complexity into simple, manageable action items. Our advisors become your partner throughout the entire process. We make sure you get the necessary confidence you need to support your case. 

Accounting

Focus on making the right business decisions. We can take care of your back-office operations. We specialize in Bookkeeping, among other services. We know how important is your business and we want you to grow it without worries about supporting operations. We will be there when you need us.

Animated Messages
On-Demand Webinars
Speaking Engagements

Capture your market's attention with purpose-built animated video messages. Present your value proposition in a couple of minutes. Target all audiences and kept them engaged. Become memorable.

We offer access to high quality webinars which you can review from anywhere at your own time. You can choose the topic of your preference, review the material, answer a few questions and meet the requirements to receive NASBA Continuing Professional Education. We also offer courses with CE credits fully approved by the Internal Revenue Services, (IRS). specifically designed for Income tax professionals.

Our  extensive experience in delivering best practices to groups of  different sizes can help you communicate with your audience. We have  made innovative leadership presentations for international events, annual  conferences and many other events related to the world of taxation. Let  us  share some moments of our participation in recent events.

bottom of page