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We are a boutique tax firm providing uniquely individualized tax planning, preparation and IRS problems resolutions for Small Businesses, Individuals, Realtors and Investors. Our 20 years of licensure and experience in Taxes, Real Estate and Life Insurance provide us the advisory leverage to guide client’s financials for Retirement planning, Business Planning, Real Estate and other investment types.

We explore all credits and benefits allowed by the IRS and make sure the right deductions are captured. Some solutions are as simple as timing asset sales using appropriate strategies or selling appreciated assets along with depreciated assets to minimize capital gains.

We take the headache out of things for you by utilizing a team of our collaborative professionals to find answers and solutions to any of your financial needs.

We provide services throughout entire usa ,we can connect with you via zoom,execute all documentations with secure web portal email ,fax,docusign etc. Client may choose to come to into our office or get services remotely.