For more information about other Financial Services we provide click on the buttons below:

Enrolled Agent - licensed by the IRS 
Income tax returns for individuals, corporations, partnerships,  and non-profit organizations.
Tax planning and advice
Tax Resolution - Penalty Abatement - Installment Agreements
Filing prior year tax filings
Amended Returns 
Master of Science Degree in Accounting & Finance
Over 25 years experience CFO and Financial Controller
Virtual CFO Services
Monthly, quarterly, annual financial statement preparation
Special projects and Analysis
Special report preparation for presentation for banks and other institutions
Series 65 License - Registered Investment Advisor Representative
Financial planning and advice
Structured and individualized Portfolios
Minimum investment:  $2,500  
Management fees:  1% or less per year
Free consultation
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Series 65 License - Registered Investment Advisor Representative
Retirement planning and advice
Setup Retirement plans:  IRA, SEP, 401K 
Minimum investment:  $2,500  (Two thousand five hundred dollars)
Management fees:  1% or less per year
Free consultation
Over 15 years experience of Financial and Operational management of non-profits 
Corporate setup 
Form 1023 - ApplicationS for 501c3 status
Form  990  - Federal Tax Returns for non-profit organizations
Bookkeeping & Accounting services
Monthly, quarterly, annual financial reports
Custom reports for presentation to Board of Directors or Donors
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​    Small business owner for 10 years - manufacturing, distribution, &          marketing
    Corporate setup - Corporation, S-corp, LLC
    Accounting & Payroll services
    Virtual CFO services
    Monthly sales tax filings
​    Quarterly payroll tax filings
    Consulting to help organization your business for growth