Click below to access our menu of special services

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We specialize in a variety of premium tax services.

We offer simple to sophisticated payroll servies including direct deposit and payroll deductions

We offer a comprehensive suite of services to help run your company and save you costs. 

We help setup your company and manage unique opportunities to maximize employee benefits and owners compensation packages and benefits

We provide extensive comprehensive financial retirement planning strategies to get you to retire on time. 

We assess your risk tolerance by researching market conditions, existing assets, number of years projected to retire and the number of years you want to spend in retirement by creating a plan with yearly reviews.

We assist you in managing any size portfolio.

We perform quarterly reviews and emergency  reviews  whenever we experience any major market downturns. 

 Divorce financial mediation offers a compassionate and collaborative approach to resolving financial matters during divorce, empowering couples to reach fair agreements outside of court. With skilled mediators facilitating constructive dialogue, it provides a cost-effective and efficient solution, minimizing conflict and fostering long-term financial stability for both parties. 

 With over 30 years of expertise, we specialize in guiding you to prudently invest your settlement funds, ensuring a lifetime of secure income. Our proven strategies prioritize safety and longevity, providing you with peace of mind and financial stability for years to come. 

 With over 30 years of expertise, we specialize in guiding you to safely protect your funds in this asset platform. This diversification strategy helps mitigate losses from other asset classes and provides leverage against market fluctuation. 

These proven strategies will prioritize safety and longevity, providing you with peace of mind and financial stability for years to come. 

Our goal is to find the optimal plan for you with zero copays, deductibles, and comprehensive coverage. Utilizing cutting-edge technology, we ensure qualification and save you money by connecting you with top insurance companies tailored to your health needs, ultimately generating more savings for you.

 With over 30 years of expertise, we specialize in Church Clergy Tax & Financial Management, empowering thousands of churches across the USA.  We guide their corporations financially and protect their 501c3 from potential jeopardy. We provide training for the Board of Trustees on fiduciary matters and non-compliance with IRS laws. We assist with internal disputes via our mediation platform, prepare financial statements, and file 990s for ministries.  and much more.   

We specialize in uncovering financial irregularities, financial fraud, pulpit abuse, segregation of duties abuse, fiduciary mismanagement, financial statement fraud, and asset valuation for internal disputes. We also examine internal control readiness, unreported income, IRS non-compliance, Anti-Money Laundering, Forensic Accounting,Financial Statements recreation,

 and more.  

See below how our Clients view us as Partners when we strategically, holistically, and optimally engage and enhance their future by offering sustainability models that create working plans and programs to grow their businesses, retirement and wealth while minimizing their taxes on income, social security and

 retirement distributions.