DEDICATED TO CLIENT SATISFACTION
Since our firm was founded in 1989, we have remained steadfast in our commitment to creating long-lasting, professional relationships with both our personal and business clients. Our hands-on approach and personalized service ensure that no number is overlooked and that precision is achieved in every operation.
Our experienced team includes certified public attorney (CPA) and legal background. Our areas of service include basic payroll, quarterly payroll, tax returns, and monthly financial services. We use state-of-the-art computer technology to help all of our clients become more confident in the health of their finances.
EXPERIENCED AND HIGHLY QUALIFIED
We have more than three decades of experience in our respected fields, including tax and business law. Our company is licensed in life insurance and have passed several Financial Industry Regulatory Authority (FINRA) examinations, including Series 6, 63, and 65. Furthermore, Our firm is insured and affiliated with a registered investment adviser .