Financial services for you and your business
Real estate guidance, financial advice, insurance quotes and training for anyone who wants to become a registered tax preparer. Tell us what you are after and we will point you to the right one.
Financial advice.
Insurance.
Become a Registered
Tax Preparer.
More ways we can help
- Tax PreparationIndividual and business returns, ITIN, amendments and back taxes.
- Accounting & BookkeepingQuickBooks, payroll and books that stay tax-ready all year.
- Insurance ServicesHealth, life and Obamacare, quoted by the team that files your taxes.
- Notary & DocumentsNotarizations, affidavits and the paperwork that goes with them.
Not sure which one you need? Talk to us and we will point you in the right direction.
Frequently Asked Questions
What does your financial advice service cover?
We look at the whole picture with you: income, taxes, insurance and real estate investments, so that a decision in one area does not create a problem in another. It starts with a conversation about where you are and where you want to be.
How do I become a registered tax preparer?
You need a PTIN (Preparer Tax Identification Number) from the IRS and the training to use it well. We guide you through the registration process and the preparation you need to start working, including how the season actually runs day to day.
Do you help with real estate purchases?
Yes. We work with clients buying property in South Florida, both as a home and as an investment, and we look at how the purchase fits your tax situation before you commit to it.
Do you also handle insurance?
Yes. Health insurance, life insurance and Obamacare are part of how we look at your finances, because a medical bill or a gap in coverage can undo years of saving. You will find the details on our insurance services page.
